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Is your fixed income allocation prepared?

GAM helps investors prepare for a wider range of potential outcomes with a broader fixed-income toolkit.

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Our Thinking

Investment Opinions
Income, diversification and resilience through mortgage-backed securities
05 November 2026 | Tom Mansley

In today's higher-rate environment, we believe mortgage-backed securities (MBS) can offer a differentiated combination of income, diversification and resilience, complementing traditional fixed income allocations.

Investment Opinions
Late Cycle Reckoning
29 October 2026 | Albert Saporta

Executive summary: everything overvalued (absolute), everything cheap (relative to US and tech)

Multi Asset Views
The US mid-terms might matter…a bit
28 October 2026 | Julian Howard

American politics remain deeply polarised, with the cultural divisions characterising the 2024 presidential election showing no sign of abating.

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Corporate responsibility

We aim to be responsible and diligent investors, on behalf of our clients and our stakeholders

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