Videos
What are Green Bonds ? | GAM CBF: Episode 1.
GAM Sustainable Fund Strategies : Episode 1.
Why buy subordinated debt? | Ep1
GAM Credit Opportunities Strategies : EP.1 Why buy subordinated debt?
Discover the GAM Sustainable Climate Bond Strategies
GAM Sustainable Fond Strategies : Discover the fund
Ep.3 Discover the subordinated debt universe
GAM Credit Opportunities Strategies : EP.3 Discover the subordinated debt universe
Ep.2 Why we like the story
GAM Credit Opportunities Strategies : EP.2 Why we like the story
Ep.4 Demystifying legacy Bonds
GAM Credit Opportunities Strategies : EP.4 Demystifying legacy Bonds
Ep.5 Covid 19 Case Study
GAM Credit Opportunities Strategies : EP.5 Covid 19 Case Study
News & Views
Monthly Commentary ā March 2022 USD
March was a more constructive month, despite the weakness during the first two weeks. Spreads tightened slightly during the month. We came to the end of Q4 results, and all of our issuers demonstrated their strength from a credit standpoint. As we said …
Performance – Q1 2022 EUR
There was a lot of volatility and market weakness during the 1st quarter of 2022. The risk-off environment was first of all related to the volatility in interest rates due to more persistent and stronger inflation numbers, which have led Central Banks …
Outlook – Q1 2022 EUR
There are number of concerns regarding inflation, Central Banks, quantitative tightening and geopolitical risks, notably the War in Ukraine. Despite that, we feel spreads on subordinated of financials are extremely attractive at close to 400 bps. Moreo …
Monthly Commentary ā March 2022 USD
March was a more constructive month, despite the weakness during the first two weeks. Spreads tightened slightly during the month. We came to the end of Q4 results, and all of our issuers demonstrated their strength from a credit standpoint. As we said …
Performance – Q1 2022 EUR
There was a lot of volatility and market weakness during the 1st quarter of 2022. The risk-off environment was first of all related to the volatility in interest rates due to more persistent and stronger inflation numbers, which have led Central Banks …
Outlook – Q1 2022 EUR
There are number of concerns regarding inflation, Central Banks, quantitative tightening and geopolitical risks, notably the War in Ukraine. Despite that, we feel spreads on subordinated of financials are extremely attractive at close to 400 bps. Moreo …