GAM Star Credit Opportunities fund update

Presented by

Gregoire Mivelaz

About this talk

Dovish guidance from the ECB has removed the prospect of higher rates for the foreseeable future and led to significant repricing of bank equities on consensus earnings downgrades. The lower for longer interest rates scenario which is currently priced in by investors is likely to be supportive of a bullish view on subordinated financial credit. Join Gregoire Mivelaz, portfolio manager of GAM Star Credit Opportunities*, as he examines why he believes financials’ credit should continue to deliver an attractive level of income, supported by a stronger and more resilient financial system.

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