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Articles
- Q1 Multi-asset perspectives: Exceptionalism interrupted
- Make Europe (slightly) Great Again
- Opportunities in private markets
- Why we are positive on growth in China
- Active Thinking: AI's Android Moment
- European Banks 2024 Q4 Earnings - Cashing in after a strong year
- Diversification in the era of Trump
- Active Thinking: Why China shouldn’t fear another trade war
- Active Thinking: Swiss precision, global vision
- American Moment - can US stocks keep powering on from here?
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Find out moreGAM Investments Announcement: Strategic Alliance
GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China.
Find out moreOur Thinking
Investment Opinions
Q1 Multi-asset perspectives: Exceptionalism interrupted
04 April 2025
Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how high hopes for a strong start to America’s new golden age have been dashed amid a chaotic and unpredictable start to the new Trump administration. Attention is turning to other stock markets but American dominance can’t easily be replaced.
Investment Opinions
Opportunities in private markets
20 March 2025
Steven Williams, Head of UK Distribution at GAM Investments, discusses opportunities in private markets with Kevin Moss, Managing Director at Liberty Street Advisors. They cover a broad range of topics including Kevin’s career, his most and least successful investments, avoiding ‘binary’ sectors and how he and the team source deals.
