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Lukas Knüppel

Lukas Knüppel - Cogestor y Director de Inversiones


Lukas Knüppel, director de inversiones, es gestor de carteras de renta variable japonesa y del fondo GAM Star Japan Leaders.

Antes de unirse a GAM Investments en febrero de 2017, trabajó como analista de renta variable para Notenstein Privatbank y Vescore AG durante dos años. Lukas Knüppel es licenciado en Ciencias Económicas y Empresariales por la Universidad de Maastricht y CFA Charterholder. Trabaja en Zúrich.

Lukas Knüppel

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: Japanese equities shining brighter
4 December 2023

Goro Takahashi and Lukas Knüppel, Investment Directors, Japan Equities, explore how various global and domestic factors have contributed to an optimistic outlook for the Japanese equity market.

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