News & Views
Our resilience to rising rates
With yields on global fixed income close to record lows at 0.9%, investors in classic bonds are left vulnerable to a potential rise in rates, with only limited income buffer. Our approach is different and has in the past shown itself to be resilient to …
Monthly Commentary January
GAM Star Credit Opportunities (EUR) Financial markets traded sideways in January. Within the subordinated debt market of financials, spreads remained stable around 400 bps. Prior to Covid-19, spreads were slightly above 250 bps. Therefore, we believe 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 …
Our resilience to rising rates
With yields on global fixed income close to record lows at 0.9%, investors in classic bonds are left vulnerable to a potential rise in rates, with only limited income buffer. Our approach is different and has in the past shown itself to be resilient to …
Monthly Commentary January
GAM Star Credit Opportunities (EUR) Financial markets traded sideways in January. Within the subordinated debt market of financials, spreads remained stable around 400 bps. Prior to Covid-19, spreads were slightly above 250 bps. Therefore, we believe 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 …