The American Stream: Investing globally in a US-dominated stock universe
24 January 2025
GAM Investments’ Paul Markham analyses the factors behind the increased Americanisation of world equity indices. Paul also assesses how investors can best capture global stock market opportunities in an era of increased US megacap dominance.
Multi-Asset Blog
3 min watch
America’s very awkward inflation problem
15 January 2025
Less than a week before Donald Trump’s inauguration, today’s data showed annual inflation rising for the third consecutive month in December.
Multi-Asset Blog
3 min watch
UK on precipice of economic crisis
10 January 2025
Surging gilt yields heap pressure on Chancellor Rachel Reeves, raising the prospect of further tax rises or spending cuts.