In Episode Seven of the GAM Talks Podcast we are joined by Mark Hawtin, Investment Director and Amanda Lyons, Investment Manager, Technology Equities. Mark and Amanda discuss how some disruptive growth trends have massively accelerated in the wake of Covid-19, the next wave of tech innovation in Digital 4.0 and what one piece of technology they could not do without. For more of our content please visit gam.com
Sep 28, 2020
44 min
In Episode Six of the GAM Talks Podcast we are joined by Jeremy Smouha, CEO of Atlanticomnium (UK). Jeremy talks about subjects including the appeal of the subordinated debt of financials, the power of pull to par and how he has made working with members of his family a success. For more of our content please visit gam.com.
May 13, 2020
17 min
In Episode Five of the GAM Talks Podcast we are joined by Tom Mansley, Investment Director, Asset Backed Fixed Income. Tom talks about a range of subjects including what he considers to be the most interesting aspects of mortgage-backed securities, where he sees opportunities in the MBS market going forward and his involvement with the Nova Hope project in Haiti. For more of our content please visit gam.com
Jan 24, 2020
16 min
In Episode Four of the GAM Talks Podcast we are joined by Mike Biggs, Investment Manager, Emerging Markets Fixed Income. Mike discusses subjects including why risky assets have done so well this year, the credit impulse and how it informs his economic view, and his reasoning behind why investors should hold both equities and fixed income. For more of our content please visit gam.com
Dec 11, 2019
24 min
In Episode Three of the GAM Talks Podcast we are joined by John Seo, Co-Founder and Managing Director of Fermat Capital Management. John discusses subjects including the formation of the insurance-linked securities market, the appeal of its non-directional characteristics and his particular fascination with maths and problem solving. For more of our content please visit gam.com
Nov 20, 2019
26 min
In Episode Two of the GAM Talks Podcast we are joined by Paul McNamara, Investment Director, Emerging Markets Fixed Income. Paul discusses subjects including the outlook for emerging market debt, the key differences between hard and local currency bonds and why he believes Twitter can be a very useful tool from an investment perspective. For more of our content please visit gam.com
Oct 8, 2019
20 min
In Episode One of the GAM Talks Podcast we are joined by Niall Gallagher, Investment Director, European Equities at GAM Investments. Niall discusses subjects including his focus on factor investing and factor risk, why investors have been favouring US equities and why he feels European equities could be more of a global play going forward.
Sep 18, 2019
16 min