GIB Asset Management

After his appearance at the Value & Quality-Growth Investor Conferences, Kunal Desai, CFA, Emerging Markets portfolio manager was quoted in CNBC’s Inside India newsletter. The piece explores the rise of India’s outsourcing sector, a key area where we see significant long-term growth potential. As global demand for tech talent and services continues to soar, India remains a pivotal player in this landscape. Kunal highlighted the “sticky” nature of outsourcing firms and their ability to stay resilient, even in shifting market conditions. This is exactly why we’re closely monitoring opportunities in this space for our EM Strategy. Read the full article here: https://lnkd.in/e3ZsjHsD #India #Outsourcing #InvestmentInsights #LongTermGrowth #CaitalAtRisk

“The most important part of what has happened is that the government has reached its pain threshold and stimulus has emerged as a policy point,” noted Kunal, underlining the significance of China’s response to economic pressures. As demand for ex-China investments rises and global markets face shifts with an impending US election and a strengthening dollar, Kunal shared key perspectives on the evolving dynamics with Chris Sloley from Citywire. For more insights on China’s shifting policy landscape and what this means for emerging markets, read the article here: https://lnkd.in/ebmK7Gft #CapitalAtRisk #EmergingMarkets #China

What’s the key to alpha in Fixed Income? On Asset TV, our Head of Fixed Income Samantha Lamb highlighted the power of focused credit work and selective bond picking as yields contract. Samantha highlights that in today’s market, it’s all about strategic sector choices and disciplined analysis to find hidden opportunities. If you would like to read more on the team's approach, reflections, and predictions, please get in touch via Linkedin or email (info@gibam.com) to receive their most recent Quarterly Letter.   #CapitalAtRisk #FixedIncome #Credit 

Heston Blumenthal, a Michelin star chef and vocal advocate on neurodiversity, recently commissioned research revealing poor employment rates among neurodivergent people. Far more needs to be done in offices and kitchens alike, to create accessible and supportive workplaces for our neurodivergent colleagues. In light of this, we welcomed Jess Rad to our London office this week, to speak on ways to improve inclusion for different neurotypes in the workplace. Thank you Jess for your insights and for enabling us to ensure that at GIB Asset Management, no one is left without a seat at the table. #Nuerodivergence #EDI #Inclusion https://lnkd.in/e9RMT5rQ

Last week in Dubai, Gregga Baxter participated in two days of discussions with global leaders and experts on a critical issue: clean air financing. It was encouraging to see such a positive response to the proposals, focusing on innovative financing solutions to tackle air pollution and promote sustainable development. These meetings are part of the ongoing efforts of the World Economic Forum Global Future Council (GFC) on Clean Air, and built on the recent insights shared by the council: https://lnkd.in/e8MqwbT7 & https://lnkd.in/edrZDFJP Gregga, our NY General Manager, has contributed to this important work, and continues collaborating with like-minded individuals and organisations on impactful solutions. As we move forward, the momentum around clean air financing grows, and it's clearer than ever that both public and private sectors have a critical role to play in achieving cleaner, healthier environments for all. #CleanAir #ClimateFinance #ImpactInvestment #GlobalSolutions

Our Head of Equities Neil Brown will be presenting at Fenwick Media's Fund Finder Middle East workshop, held in partnership with Allfunds, on Wednesday. Neil will explain why he believes the greatest profits come from solving the world’s most pressing challenges. If you’re attending, make sure to join our sessions to explore more about this investment approach. Please get in touch with Fenwick Media for further information: info@fenwick-media.com #CapitalAtRisk #FundFinder #InvestmentEvent

Equity and Fixed Income indices may initially seem to perform similar functions, but it is crucial to recognise their fundamental differences. In her latest piece, Samantha Lamb, Head of Fixed Income, explains that the choice of benchmark is not just a technical detail, but a foundational aspect of portfolio management that directly impacts investment outcomes. Therefore, the GIB Asset Management Sustainable World Corporate Bond team created a custom benchmark that is transparent, diversified, and aligned with investors' best interests. Read more about how this custom benchmark aims to set a high standard for performance and accountability in the Fixed Income space here: https://lnkd.in/e6uQj7hT #FixedIncome #BenchmarkSelection #AssetManagement #CapitalAtRisk

Last week, our European Equities Portfolio Manager, Matthew Kates, shared insights at the Best Ideas – Public and Private Markets Investment Forum, hosted by CapConnect+. Matthew discussed how a company’s business model and culture are inseparable, and why both are crucial in our team’s approach to selecting portfolio companies. Read Matt’s latest insights here: https://lnkd.in/eiNMxUyY #EuropeanEquities #InvestmentForum #BusinessCulture #InvestmentStrategy 

Our Chief Risk and Compliance Officer, Sophie Dupré-Echeverria, will be speaking on SteelEye's #100WomeninFinTech panel tomorrow, sharing her insights on communications surveillance and combating compliance fatigue.    The panel plans to cover several key challenges facing surveillance teams today, including:    • Managing data and evolving communication channels  • New regulations and compliance practices  • AI's impact on efficiency and reducing workload  • The importance of strategic compliance roles    To see more: https://lnkd.in/d82Srmk6   #100WomeninFinTech #SteelEye #CommsSurveillance #ComplianceFatigue  

Our Emerging Markets Portfolio Manager Kunal Desai, was featured on Andrew Williams & Juan Torres' podcast, where he shared his insights on the shifting dynamics of Emerging Markets. He emphasised the importance of true active asset management in identifying sustainable, long-term growth opportunities amid ongoing economic shifts. Kunal features on the podcast from 48:00 minutes - listen here: https://lnkd.in/eywyM9VV #EmergingMarkets #Podcast #InvestingPodcast #CapitalAtRisk