Investment management
We are one of the world’s leading independent, pure-play asset managers. We put our clients’ capital to work by providing active investment solutions across a broad range of capabilities.
View moreWe are one of the world’s leading independent, pure-play asset managers. We put our clients’ capital to work by providing active investment solutions across a broad range of capabilities.
View moreGAM operates (and develops) your tailor-made fund ("Private label fund") on our state-of-the-art fund platform and offers bespoke solutions, tailored specifically to our clients' requirements.
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View moreAt GAM Investments’ Weekly Investment Meeting held on 22 May 2019 the speaker was Michael Biggs who outlined his latest views on the macro outlook and EM local debt.
This month, the asset allocation committee investment outlook discussion took place against a more challenging backdrop of renewed trade tensions and decelerating global earnings growth. The committee’s key conclusion is that fundamental support for global equities (and credit) is waning. We believe that a defensive stance remains warranted and it is premature to re-engage in risk assets.
Non-directional strategies have come to the fore in the current post-peak environment. Fermat Capital’s John Seo highlights the fact insurance-linked securities (ILS) are fundamentally uncorrelated with the broader market and insulated to an extent from macro issues such as the economic cycle, interest rates and the political environment.