News & Views
Monthly Commentary December
GAM Star Credit Opportunities (EUR) December was a positive month for markets and for the fund. Despite the rise in Covid-19 infections, we saw the beginning of vaccination programmes within a certain number of countries. Moreover, there were positive …
Outlook 2021: Subordinated Debt – A Credit Sweet Spot
Several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective. We are constructive on the subordinated debt of high-quality financial issuers heading into 2021, supported by the pr …
Monthly Commentary November
GAM Star Credit Opportunities (EUR) November was a strong month for markets and for the fund with positive catalysts for the securities we hold. Firstly, the UK Prudential Regulatory Authority (PRA) gave its opinion on legacy bonds from UK banks and t …
Monthly Commentary December
GAM Star Credit Opportunities (EUR) December was a positive month for markets and for the fund. Despite the rise in Covid-19 infections, we saw the beginning of vaccination programmes within a certain number of countries. Moreover, there were positive …
Credit Analyst corner
Yi Qian – Comparing a new issue from Standard Chartered with existing bonds. – The credit quality of Standard Chartered is one that we like and we have been investing in the company for many years. The bank was cautious when reporting its September res …
Outlook 2021: Subordinated Debt – A Credit Sweet Spot
Several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective. We are constructive on the subordinated debt of high-quality financial issuers heading into 2021, supported by the pr …