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Ernst Glanzmann

Ernst Glanzmann - Director de Inversiones


Ernst Glanzmann, Director de Inversiones, es gestor principal de Japan Equity y del fondo GAM Star Japan Leaders.

Antes de incorporarse a GAM Investments en noviembre de 2000, trabajó como analista de renta variable japonesa en Julius Baer y Clariden Leu (desde entonces integrado en Credit Suisse) durante diez años y también trabajó en Zürcher Kantonalbank. Glanzmann completó un aprendizaje bancario de tres años en Bernerland Bank AG y posee un Certificado Federal de Capacidad en Banca de la Escuela de Negocios de Huttwil (Suiza). Trabaja en Zúrich.

Ernst Glanzmann

Mis reflexiones

Pensamiento activo
Active Thinking: Disco - Dancing to the tune of AI
07 November 2024

GAM Investments’ Japan Equities team discusses the opportunities artificial intelligence (AI) brings to the Japanese technology sector, citing Disco as a prime example.

Opiniones de inversión
Japan's Growth Opportunities in the Post-Pandemic Era
25 September 2024

The stars are aligning for Japanese companies from a global and domestic macroeconomic perspective. Ernst Glanzmann and Lukas Knüppel, Investment Directors, and Katsuya Takeuchi, Investment Analyst, Japan Equities, note that at the same time the market and many investors have not fully recognised the shift in earnings momentum towards quality growth companies that is occurring.

Pensamiento activo
Active Thinking
24 May 2023

As Japan’s stock index hit a 33-year high in May, GAM Investments’ Ernst Glanzmann highlights some of the drivers, including a promising earnings season, reforms led by the Tokyo Stock Exchange and the global economic situation.

Pensamiento activo
Active Thinking
08 December 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett considers whether the recent market rally will prove sustainable, while Tom Mansley argues that US consumer credit remains resilient, supporting mortgage-backed securities. Ernst Glanzmann reflects on the ongoing pendulum-like effect of the pandemic on Japanese equities and how a stronger yen and easing commodity prices could be supportive of the asset class going forward.

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My Awards

People
Five GAM managers win Sauren Golden Awards
September 2018

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Adrian Owens, Gianmarco Mondani, Niall Gallagher and Ernst Glanzmann were recognised for their performance in their respective asset classes.

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