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Lukas Knüppel

Lukas Knüppel - Co-gestionnaire et directeur des investissements


Lukas Knüppel, directeur des investissements, est gérant de portefeuille pour les actions japonaises et le fonds GAM Star Japan Leaders.

Avant de rejoindre GAM Investments en février 2017, il a travaillé en tant qu'analyste d'actions pour Notenstein Privatbank et Vescore AG pendant deux ans. Lukas est titulaire d'une licence en économie et en économie d'entreprise de l'Université de Maastricht, et il est détenteur d'une charte CFA. Il travaille à Zurich.

Lukas Knüppel

Mon avis

Active Thinking
Active Thinking: Disco - Dancing to the tune of AI
07 November 2024

GAM Investments’ Japan Equities team discusses the opportunities artificial intelligence (AI) brings to the Japanese technology sector, citing Disco as a prime example.

Opinions
Japan's Growth Opportunities in the Post-Pandemic Era
25 September 2024

The stars are aligning for Japanese companies from a global and domestic macroeconomic perspective. Ernst Glanzmann and Lukas Knüppel, Investment Directors, and Katsuya Takeuchi, Investment Analyst, Japan Equities, note that at the same time the market and many investors have not fully recognised the shift in earnings momentum towards quality growth companies that is occurring.

Active Thinking
Active Thinking: Japanese equities shining brighter
4 December 2023

Goro Takahashi and Lukas Knüppel, Investment Directors, Japan Equities, explore how various global and domestic factors have contributed to an optimistic outlook for the Japanese equity market.

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