-
Our Company
- Our Capabilities
-
Our Thinking
Articles
- Global equities and the evolving world order
- Active Thinking: Presidential strains, residential gains
- Q2 Multi-asset perspectives: Chaos and calm
- Unlocking Opportunities in Emerging Markets
- Cleared for Takeoff – Takeaways from the 2025 Paris Airshow: Growing supply chain positivity
- A big, beautiful burden
- A tale of two economic futures: Germany's fiscal pivot versus US deficit spiral
- The great rotation in luxury markets
- Gain the AT1 Edge - Why it makes sense to access AT1s via a fund
- The sustainability imperative in emerging markets
- News & Media
TO VIEW LOCAL PRODUCTS AND SERVICES
Select your countryGAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreGAM Investments Announcement: Swiss Re Partnership
GAM Investments and Swiss Re announce new Cat Bond and ILS investment partnership.
Find out moreOur Thinking
Investment Opinions
Global equities and the evolving world order
16 July 2025
Hosted by Steven Williams, Head of UK Distribution, this webinar features Paul Markham, Investment Director and Head of Global Equities at GAM Investments, as he explores how shifting global dynamics are reshaping equity markets, and how investors can adapt.
Active Thinking
Active Thinking: Presidential strains, residential gains
11 July 2025
The Trump administration’s attempt to shake up the global trade order has triggered extreme volatility across global markets. While compressed credit spreads appear to offer limited scope for attractive returns, Tom Mansley explains his view that a “sweet spot” in US mature mortgage-backed assets offers a compelling proposition for investors.
Investment Opinions
Q2 Multi-asset perspectives: Chaos and calm
09 July 2025
Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how an almost unprecedented period of turmoil has been greeted by relative calm in global stockmarkets. However, a lack of consensus across asset classes points to opportunities and risks for investors looking for diversification.
