Episode Five - Tom Mansley

01/24/20 • 16 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

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Episode Four - Mike Biggs

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

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Episode Six - Jeremy Smouha

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.