- Our Company
- Our Capabilities
-
Our Thinking
Articles
- The Disruptive Strategist: Thoughts and observations from Japan
- Crouching tiger, leaping rabbit – the reawakening of the Chinese consumer in 2023
- The Federal Reserve slows the pace of rate hikes to 25 bps
- The Disruptive Strategist: The Great Comeback of Chinese equities
- Mixed messaging from the US on growth
- Active Thinking
- The Disruptive Strategist: The release of ChatGPT-3 highlights the acceleration of AI
- The Disruptive Strategist: Tesla - the Icarus Paradox
- News & Media
TO VIEW LOCAL PRODUCTS AND SERVICES
Select your countryOur Thinking
GAM Investment Academy
At GAM Investments we believe our job is to not only help clients achieve their investment goals, but to have a better understanding of the investment environment. As we attempt to meet these aims, we are constantly challenging ourselves to dig deeper and seek new ideas to make a difference and consider how best to communicate them.
Investment Opinions
The Disruptive Strategist: Thoughts and observations from Japan
07 February 2023
Given Japan has long been a major player on the global industrial landscape, it is no surprise that several Japanese companies have emerged as leaders in areas such as automation, machine vision, sensors, and robotics, which feeds directly into the Industry 4.0 theme, a longstanding area of interest for the global equities team.
