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Andrea Quapp

Andrea Quapp - Lead Investment Director, Multi-Asset Class Solutions (MACS) Continental Europe


Andrea Quapp, Investment Director, responsabile del GAM Investment Solutions (GIS) Continental Europe.
Andrea è responsabile della gestione di una serie di portafogli e fondi principalmente per i clienti istituzionali europei e svizzeri. Lei è entrata in GAM nel 2001 in qualità di Head of European Equities. Nel 2004 è diventata responsabile della gestione dei portafogli bilanciati internazionali e successivamente di quelli svizzeri. Prima di entrare in GAM, ha lavorato per quasi 16 anni presso UBS Global Asset Management, dove ha ricoperto diverse posizioni (come senior portfolio manager del comparto delle azioni svizzere ed europee e successivamente ha condotto il team dal 1994, membro del European Equity allocation committee dell'Europa continentale, ecc.). Lei è basata a Zurigo.
Andrea Quapp

Approfondimenti

Opinioni d'investimento
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.

Opinioni d'investimento
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.

Opinioni d'investimento
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.

Opinioni d'investimento
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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