EM: under-owned, under-valued and under-rated

Join Charles Hepworth, Investment Director for GAM’s Managed Fund Solutions, in this webcast as he discusses:
- The impact of the coronavirus crisis on global assets.
- The positives of central bank support for economies and stock markets.
- How the portfolios’ positioning towards growth and themes such as technology has been beneficial.
- Reasons to remain constructive even in the current environment.
Register for the webcast on Tuesday 12 May to find out more and pose your questions to Charles.

Join Dr. Linda Gruendken, Senior Scientist for GAM Systematic Dynamic Credit*, in this webcast as she looks at recent market events and last year’s performance. She will also discuss:
• Her analysis of key performance drivers in 2019 and 2020
• The fund’s objectives and their realisation
• How the fund was impacted by the wider market turmoil during Q1 of 2020
• Why she believes the fund is well positioned for the coming months
Register for the webcast on 7 May 2020 to find out more and pose your questions to Linda.

Join Tom Mansley, Investment Director for GAM Star MBS Total Return, as he discusses the recent market turmoil resulting from fears surrounding Covid-19. In this webcast, he will discuss:
• Why he believes the portfolio is well positioned to perform in and bounce back from a recession
• The effect of widespread rate cuts and rising unemployment levels
• The importance of considering senior MBS in the portfolio construction at this time
• What the effect of the wider market downturn has been on the portfolio and what opportunities might emerge
Register for the webcast on 6 May 2020 to find out more and pose your questions to Tom.

Join Swetha Ramachandran, Investment Manager for the GAM Luxury Brands Equity as she looks at the impact Covid-19 has had on the global luxury market and discusses:
- Her thoughts on Q1 reporting on brand and category momentum in different markets.
- Why now could be a turning point for luxury e-commerce.
- What she believes the impact of continued high consumer appetite for luxury will be.
- Why high consumer-trust is key for brands in the midst of the coronavirus uncertainty.
Register for the webcast on 5 May 2020 to find out more and pose your questions to Swetha.

Join Gregoire Mivelaz, portfolio manager of GAM Star Credit Opportunities*, as he discusses:
- How the ongoing Covid-19 outbreak has affected credit markets and whether it could affect the earnings of issuers.
- Why he believes valuations are at very attractive levels for those looking at credit markets
- What the implications of a sustained downturn could be for financials compared to other sectors
- Why he believes that the fund is still positioned to perform well in the coming months.
Register for the webcast on 29 April 2020 to find out more and pose your questions to Gregoire.

Join Dr Lars Jaeger, Head of Alternative Risk Premia, and Paolo Scripelliti, Investment Director for GAM Systematic Alternative Risk Premia, as they look at the market disruption during the coronavirus pandemic and discuss:
• How the current market downturn compares to 2008 and what lessons learned then are applicable now
• Market colour, liquidity and industry performance
• How GAM Systematic ARP has performed against its peers in recent weeks, along with looking at single premia performance
• The fund’s allocation process and downside protection (EDA)
• What actions the team took as a result of the Covid-19 market crisis and how the fund was affected.
Register for the webcast on 23 April 2020 to find out more and pose your questions to Lars and Paolo.

Join Mark Hawtin, Investment Director for the GAM Star Disruptive Growth fund, as he looks at disruption during the coronavirus pandemic and discusses:
• Why he believes the Covid-19 crisis could be a catalyst for innovation and disruption.
• How the fund has been affected and what opportunities could emerge.
• What the key drivers of performance could look like in the coming months.
• His reasons for the fund name and benchmark change earlier this year.
Register for the webcast on 21 April 2020 to find out more and pose your questions to Mark.

Join Ernst Glanzmann, Investment Director for GAM Star Japan Leaders, as he looks at how Japanese markets have been affected by the Covid-19 crisis. He will also discuss:
• What the key drivers of performance could look like in the coming months.
• How the fund has been affected and what opportunities could emerge.
• Whether the short-term opportunities differ from those in the long-term.
• How the supply chains of Japanese companies have been affected by lockdowns in Japan and nearby countries, such as China.
Register for the webcast on 16 April 2020 to find out more and pose your questions to Ernst.

Join Dr. John Seo, Co-Founder and Managing Director of Fermat Capital and manager of the Cat Bond strategy, as he discusses:
• His views on the Covid-19 crisis
• Primary and secondary market cat bond trading and volumes during recent times of volatility
• The outlook for insurance-linked securities over the coming weeks and months
• Why current market conditions could provide investors with an attractive entry point into the asset class
Register for the webcast on 15 April 2020 to find out more and pose your questions to John.

Join Tim Love, Investment Director for GAM Emerging Markets Equity, in this webcast as he discusses:
• Why more caution could be required in the short term before fundamentals reassert themselves.
• What opportunities have appeared in the short term and why they differ to those for the long term.
• Why market volatility could continue, even as infection rates seem to slow in parts of the world.
• His belief that emerging market equities could be more resilient than those in developed markets.

Join Christophe Eggmann, Investment Director of GAM Health Innovation Equity, and Dr Jenna Denyes, Healthcare Analyst, as he discusses:
- How the recent Covid-19 outbreak has affected the health sector, both in relation to the virus and more broadly.
- Why he believes the impact on biopharmaceutical companies is temporary and manageable.
- What opportunities he believes could emerge in the coming weeks and months.
Register for the webcast on 8 April 2020 to find out more and pose your questions to Christophe.

Niall Gallagher, Investment Director for GAM's European Equity strategy, will discuss his views on the recent market turmoil resulting from Covid-19 fears, how the funds have been impacted and what opportunities he feels may have emerged.

Join Thomas Funk, Investment Director for the GAM Swiss Small and Mid Cap fund, in this webcast as he discusses:
• How the current market correction differs from others
• Our strategy’s history of strong rebounds
• The changes in valuation and valuation gap between Large Caps and Small & Mid Caps
• The particular strengths of the portfolio and its properties for a rebound
• What the impact of Swiss franc strength is for foreign investors
Register for the webcast on Monday 6 April to find out more and pose your questions to Thomas.

Join Paul McNamara, Investment Director for GAM Local Emerging Bond, in this webcast as he discusses:
• The volatile market movements surrounding Covid-19 uncertainty.
• How the fund has been impacted and what opportunities could emerge.
• Why emerging markets could prove to be more resilient than developed markets.
• What widespread rate cuts mean for EM debt.
Register for the webcast on 1 April 2020 to find out more and pose your questions to Paul.

Join Gregoire Mivelaz, portfolio manager of GAM Star Credit Opportunities, as he discusses:
•How the recent Covid-19 outbreak has affected credit markets and whether it could affect the earnings of issuers
•What the widespread interest rate cuts could mean for credit markets
•Why he believes that the fund is still positioned to perform well in the coming months
Register for the webcast on 31 March 2020 to find out more and pose your questions to Gregoire.

In her latest webcast, Swetha Ramachandran, Investment Manager for GAM Luxury Brands Equity, will look at luxury market movements since the outbreak began in China at the start of 2020. She will also discuss how the fund has been impacted by the global spread of Covid-19 and what the outlook for the fund could be in the coming months.

Join Charles Hepworth, Investment Director for GAM’s Managed Fund Solutions, in this webcast as he discusses:
- The factors that drove 2019’s overall performance, such as the inclusion of exchange-traded funds and rebalances across the year.
- His outlook for the coming months, including what themes and events he expects to see as the key drivers of performance.
- The future of UK and European equities given the current economic and political climate.
- The rationale for the fund range name change in 2019 and the benefits of multi-manager, risk-rated funds.

In his latest webcast, Tim Love, Investment Director for GAM Emerging Markets Equity, will look at the volatile market movements since the start of March surrounding the Covid-19 uncertainty. He will also discuss how the fund has been impacted and what opportunities could have emerged.

In this webcast, Adrian Gosden, Investment Director for GAM UK Equity Income, discusses:
•The underlying factors that drove 2019’s overall performance.
•His outlook for 2020 and what key themes and events he expects to see in the coming months.
•What the post-Brexit impact will be on the fund, with or without a free trade agreement.