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Andrea Quapp

Andrea Quapp - Directora de Inversiones, Multi-Asset Class Solutions (MACS) Europa Continental


Andrea Quapp, Directora de Inversiones, es la responsable de GIS Continental Europe.

Es la gestora responsable de cuentas segregadas y fondos principalmente para clientes institucionales europeos y suizos. Se incorporó a GAM en 2001, como Directora de Renta Variable Europea. En 2004 pasó a ser responsable de la gestión de carteras internacionales y, posteriormente, de carteras suizas. Antes de incorporarse a GAM, trabajó en UBS Global Asset Management durante casi 16 años, donde ocupó diversos cargos (gestora sénior de carteras de renta variable europea y suiza, jefa de equipos desde 1994 y miembro del comité de asignación de renta variable europea continental, etc.) Andrea Quapp posee un diploma en comercio suizo. Reside en Zúrich.

 

Andrea Quapp

Mis reflexiones

Opiniones de inversión
Take some wins, hold your nerve and sail close to the wind
19 March 2024

Andrea Quapp, Investment Director for Multi Asset Class Solutions (MACS) Continental Europe, recommends that investors have more confidence in the strength and dynamism of the leading economies and utilise this for equity investments. However, geopolitical conflicts, delayed interest rate cuts and a shortage of skilled labour will always put the brakes on stock markets.

Opiniones de inversión
The Swiss franc and what it means for asset allocation
14 December 2023

Investors who calculate in Swiss francs need to think about certain things differently, says Andrea Quapp, Lead Investment Director, Multi-Asset Class Solutions (MACS), Continental Europe.

Opiniones de inversión
Better than the headlines – but caution is still advised
01 November 2023

Andrea Quapp, Investment Director for Multi Asset Class Solutions (MACS) Continental Europe, advises investors to look through the impact of a flood of negative news flow, including the tragic events in the Middle East and Ukraine. While people are understandably unsettled, she believes they are also overestimating the impact on the macroeconomy.

Opiniones de inversión
Inflation has been defeated - but is deflation coming?
09 August 2023

GAM Investments’ Andrea Quapp believes the current environment is favourable for risk assets as the situation is better than the mood. She explains why, despite the challenges still facing financial markets and geopolitics, fleeing into government bonds may not be a good idea at the moment.

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