GAM Investments' Active Thinking on Net Zero Europe

Welcome to this week’s round up of GAM Investments' Active Thinking: ⚡🌍 Decarbonising Europe – how net zero is energising European Equities – Niall Gallagher & Chris Legg ✂🍯 ECB cuts rates as expected, despite sticky inflation – Julian Howard Follow GAM Investments and subscribe to the newsletter for more insights: https://ow.ly/RK5L30sE4q1 #assetmanagement #investmentinsights #GAMNewsletter #GAMEuropeanEquities For professional investors only. Capital at risk.

This week John writes about the UK market saying 'the FTSE 100 Index has recently broken out into new territory, surpassing its previous all-time high achieved in February 2023.......................' do keep reading to hear his current thoughts #wealth #investment #markets #FTSE100

‘Inflation has come down, we think that will continue, and that should give the Fed sufficient leeway to make sure they can push for a softer landing, and they don’t hurt the growth backdrop. The biggest debate really is the bond market and particularly the US bond market’ Paul Flood, Head of Mixed Assets Investment, Newton Investment Management talking at the RSMR Multi-Asset panel on Tuesday. If you missed the session you can catch up on demand on the RSMR website: https://lnkd.in/eAS5eXpW #multiassetstrategies #usbondmarket #growthvvalue #newtoninvestmentmanagement

‘Inflation has come down, we think that will continue, and that should give the Fed sufficient leeway to make sure they can push for a softer landing, and they don’t hurt the growth backdrop. The biggest debate really is the bond market and particularly the US bond market’ Paul Flood, Head of Mixed Assets Investment, Newton Investment Management talking at the RSMR Multi-Asset panel on Tuesday. If you missed the session you can catch up on demand on the RSMR website: https://lnkd.in/eAS5eXpW #multiassetstrategies #usbondmarket #growthvvalue #newtoninvestmentmanagement

Investors face a transformative 2025 as political clarity drives a resurgence in deal activity. The Bank of England’s recent rate cut has sparked optimism, with pent-up private equity demand fuelling a deal renaissance. However, rising global trade tensions and reliance on centralised technologies bring heightened risks. To succeed, investors must scrutinise portfolios through a geopolitical lens, balancing macroeconomic pressures with sectoral and cultural shifts. Discover more in RiskMap 2025 and refine your investment strategy for the year ahead > https://ow.ly/3WLL50Ui8HX #RiskMap2025 #InvestorRisk #MandA #PrivateEquity #GlobalTrade

The PPI report is a critical pulse check on the economy. A stronger-than-expected number could bolster the USD and pressure equities, while a softer reading might pave the way for a Fed pivot. Be ready for sharp moves! 👉 Need help navigating the market? Join our live market analysis now! 🔗 www.axelprivatemarket.com #ForexNews #AxelPrivateMarket #Investment #forextrading

🌐 Navigating the Markets: Latest Insights from BCB Group In today’s dynamic financial landscape, staying informed is more crucial than ever. 📈 The latest Market Update from BCB Group dives into the key trends shaping the digital asset space and global markets. ✅ From macroeconomic movements to regulatory developments, this comprehensive analysis provides valuable insights to help businesses and investors make informed decisions. At BCB Group, we understand the importance of clarity in a fast-paced environment. Our commitment to empowering businesses in the digital economy remains unwavering. 🔗 Read the full update here: Market Updates 💬 What trends are you closely watching this week? Share your thoughts below! #MarketInsights #DigitalAssets #Finance #BCBGroup #CryptoInnovation #GlobalMarkets

The market seems to be hot again! Let's jump onto the bandwagon! Here are 3 tips to become a better investor. 1. Understanding your goal of investing; 2. Evaluate your risk appetite; 3. Define your strategy. Keeping this close to heart will help you in being a better investor. #Saxo Saxo Bank Saxo Singapore

A sophisticated asset pricing model that predicts the expected return of a financial asset based on multiple macroeconomic factors like interest rates, inflation, and GDP growth. Unlike CAPM, APT is flexible and accounts for various risk factors, ensuring no arbitrage opportunities for risk-free profits. #ArbitragePricingTheory #APT #AssetPricing #FinancialModeling #IIBF

In the latest edition of Bond Voyage, our fixed-income investment teams discuss US Treasuries, carry opportunities in high yield, dispersion in emerging markets and the resurgence of M&A. Read on to find out: 👛How an improving cost of carry could affect the attractiveness of US Treasuries 👁️The opportunities we see in 2025 for high yield and emerging markets 📈The potential impact of rising M&A volumes on investment grade Subscribe to “Bond Voyage” 👉 https://bit.ly/3Dif4p4 #FixedIncome #Credit #Bonds #EmergingMarkets