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Gemma Godfrey
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Gemma Godfrey is Head of Investment Strategy at Brooks Macdonald, a CNBC Broadcaster, Board Member and Quantum Physicist.

Follow Gemma on twitter @GCGodfrey, or Connect via LinkedIn

Gemma Godfrey is the Head of Investment Strategy at Brooks Macdonald. The firm manages in excess of $5.3 billion, across 7 offices, with Godfrey directing the Asset Allocation and Investment Committees. Profiled by the Sunday Times on the ascent of women in the boardroom, she is on the Advisory Board of Templars, a communications consultancy. Godfrey also is a spokesperson for the Alternative Investment Management Association.

Voted the most popular woman in finance on Twitter by AdvisorOne, Godfrey co-hosts CNBC shows on a weekly basis. The 'go-to' person for insights into Europe for flagship shows Squawk Box & Worldwide Exchange; the channel claims to have a reach of more than 390 million households across the world. Godfrey is dedicated to raising the profile of women in business.

A keynote speaker and moderator for some of the largest industry events internationally, Godfrey is regularly broadcasted on the BBC and quoted in the Financial Times, Telegraph and Independent. Furthermore she founded The Investment Insight, a website offering smart insights for smart investing, and writes a column for the Huffington Post.

Previously Godfrey held a weekly slot for Sky News and was the Chairman of the Investment Committee of Credo Capital. Prior to this she was a fund manager for Julius Baer and responsible for Latin American investments at GAM. She has spent time at Goldman Sachs and UBS, and is a quantum physicist by background.

Blog Entries by Gemma Godfrey

3 Ways Cyprus Is a 'Game Changer' for Europe

(17) Comments | Posted March 27, 2013 | 8:49 AM

With strong words to support the Euro, Mario Draghi, the European Central Bank president, quelled fears over the future of the Eurozone. However, the bailout negotiations in Cyprus revealed cracks in this 'floor' supporting the region and markets. A 'Banking Union' has been undermined, imbalances within the region magnified and...

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From Rome With Love? The Three Issues to Watch for Italy and Global Markets

(1) Comments | Posted February 28, 2013 | 4:16 PM

Like Jennifer Lawrence's fall at the Oscars, unexpected but a chance to shine 'comedically,' Italy's elections have shocked investors but provided attractive entry points to strong international firms, insulated from domestic woes (as well as offer up some funny one-liners from candidates). The possible...

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Reading Between the Lines: Why Eurozone Improvement Is Being Ignored

(18) Comments | Posted February 6, 2013 | 11:26 AM

Markets have shrugged off improvement in the Eurozone because more is needed for stability. Rising demand for German goods, an improving business climate and stability in Spanish housing should have given markets cause for celebration. However, after the substantial rally we've seen, and the headwinds yet to be...

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What They Aren't Telling Us About European Unity

(4) Comments | Posted January 21, 2013 | 11:10 AM

Huge strides forward in Europe and subsequent market rallies have raised hopes for the region. So is the road to recovery now clear or are significant risks still present? Crucially, what are the key areas of conflict we should be watching closely and which are 'red herrings'?

...
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Europe: Why Unity Is the Only Way to Survive...

(0) Comments | Posted August 2, 2012 | 12:02 AM

As investors price into the markets only two options for Europe, politicians feel the pressure to avoid a break-up of the monetary union as we know it and instead embark on the second scenario, full scale fiscal unity. European countries must share their budgets to share their burdens;...

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Why Concessions, Contagion & Collapse Are Still in the Cards in Europe

(5) Comments | Posted June 25, 2012 | 6:47 PM

From Greek election elation to Spanish rescue concerns, a clear road to recovery has remained elusive. Greece continues to gamble with its eurozone membership with the misguided belief that it can soften demands for austerity, without threatening its bailout. Instead, it is the lack of a sufficient firewall, rather than...

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How to Navigate Markets Through the Euro-Zone Turmoil

(3) Comments | Posted May 18, 2012 | 4:54 PM

As the euro zone crisis intensifies and global markets reflect investor concerns, we ask ourselves, is a Greek exit from the euro on its way? Crucially, preparations have already begun to protect shareholder interest, companies are robust and policy in the U.S. and China aims to maintain the upward momentum....

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How Will the French and Greek Elections Change the Direction of Europe?

(35) Comments | Posted May 14, 2012 | 12:38 PM

As French and Greek voters make their feeling about spending cuts loud and clear, we ask ourselves: why has there been such a strong swing to anti-austerity/pro-growth, how does this threaten the survival of the euro and is a Greek default still possible? The deepening slump has

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The EU 'Rescue Fund' -- Part Of The Problem, Not The Solution

(19) Comments | Posted November 7, 2011 | 10:55 AM

There is still much to be decided before EU leaders can claim to have provided a comprehensive and credible plan to end the sovereign debt crisis. The rescue fund itself has met with significant obstacles, with demand in doubt and delays to capital raising leading to question marks over its...

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Stagflation Risk and What This Means for Stocks

(7) Comments | Posted October 19, 2011 | 11:46 AM

As the outlook for growth continues to deteriorate, whilst the price for goods and services remain stubbornly high, the risk of stagflation returns. This would be a tough scenario, where policy options tackling one of these issues would only worsen the other. This creates substantial downside risk for stock valuations...

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A Greek Default on the Cards but the Banks Aren't Listening

(6) Comments | Posted October 12, 2011 | 10:58 AM

The markets expect a Greek default and time is running out. However, banks still haven't recognized enough of this loss, highlighting the pent-up risk in the sector. Deep-seated skepticism continues to drive market volatility and this will continue until a credible plan is on the table.

...

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'Operation Twist': What Is It? How Could It Help? But Why Will It Not?

(2) Comments | Posted September 27, 2011 | 10:30 AM

As the U.S. launches $400bn 'Operation Twist' in a desperate attempt to kick-start the economy, concerns arise over how effective this will be. It's true that something needs to be done and inflation restricts the options open to the Fed but the strategy has a poor track record...

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Banks Slash Jobs But Severe Headwinds Remain

(0) Comments | Posted September 2, 2011 | 3:58 PM

As banks all over the world slash jobs, we ask ourselves -- will this produce more streamline firms ready to generate significant profits, or is it a sign of the poor outlook for the sector? Unfortunately, stifling, repressive regulation and a false bubble has driven this move, and severe headwinds...

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Europe: Lacking a Long-Term Solution

(15) Comments | Posted August 14, 2011 | 3:27 PM

Over the last few days we have seen a tremendous amount of volatility in the markets, epitomizing the lack of clarity with which many investors have struggled. The contagion continues to spread as we hear rumors of a possible downgrade of French...

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The U.S. Debt Ceiling: The How, Why and What Could Happen?

(2) Comments | Posted July 27, 2011 | 11:48 AM

The deadline for delivering a deal to allow the U.S. to continue to borrow and spend, August 2nd, is approaching. Mirroring issues in the EU, a problem of debt cannot be solved by yet more debt. With the threat of a downgrade looming, any rise in interest rates...

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How to Handle Hedge Fund Investing

(2) Comments | Posted June 27, 2011 | 6:03 PM

Whilst at GAIM, the largest hedge fund conference in Europe, it was hard to ignore both the issues the hedge fund industry face and the opportunities from which they can profit. So how can you, as an investor, handle hedge fund investing? Be strategic, be sensible and speak...

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The Greek Tragedy: Could a 'Haircut' Help?

(11) Comments | Posted June 13, 2011 | 10:17 AM

Debate has been raging as to whether the Greek economy can avoid bankruptcy. Just how big is the problem, what are the options and how is this impacting financial markets?

Background to the Problem
Greece is around €300bn in debt. Putting that into context, its...

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Russian Investment Opportunities: The Drivers and the Hidden Gems

(1) Comments | Posted May 31, 2011 | 2:55 PM

From the world's best performing index in the first three months of this year, to a laggard this quarter, the Russian index has offered dramatic returns as well as downside risk. What has driven investor sentiment and what are many investors missing?

The World Leader Slips...

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IMF Revelations: The End of European Dominance & the Rise of Emerging Markets?

(3) Comments | Posted May 20, 2011 | 6:02 PM

As "super-injunctions" are labelled "pointless" by the rise of 'new' social media sites, the world seems a smaller place for those wanting to hide potential transgressions. Indeed, such accusations can have broad ramifications, as the head of the International Monetary Fund this week steps...

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Gold May Glitter But Can It Deliver?

(15) Comments | Posted May 13, 2011 | 12:38 PM

The classic "safe-haven" investment has seen a strong uptrend in its value since the autumn of 2008. Risk aversion, inflation fears, falls in the dollar and demand from the east have all been credited as drivers of...

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