News & Views

Our resilience to rising rates

February 10, 2021 | Commentaries

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

February 9, 2021 | Commentaries

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

January 11, 2021 | Commentaries

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 …

UBS – a strong year in a challenging context

February 16, 2021 | News

Romain Miginiac, CFA UBS reported very strong results in the 4th quarter of 2020, making 2020 a standout year for the bank. With a return on tangible equity of c13% (on a $6.6bn net income) for 2020 and an excess capital position of $12bn, UBS has tick …

Our resilience to rising rates

February 10, 2021 | Commentaries

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

February 9, 2021 | Commentaries

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 …

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