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Our Thinking

Returning to Growth

Are we entering a “returning to growth” phase for economies and markets? GAM fund managers tell their stories.


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A client letter from Pete Sanderson

Monday, April 13, 2020

“I wanted to write to underline our continued commitment to you, and to outline our actions as we directly respond to current market conditions by accelerating the efficiency pillar of the business strategy that we announced in February”

Press Release

GAM Holding AG announces H1 2020 results

Tuesday, August 04, 2020

Video Watch

Peter Sanderson, Group CEO, comments on GAM’s full-year 2019 results and shares a strategic plan.

Thursday, February 20, 2020
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Latest 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.

Returning to Growth 4 min read

Fixed income: Alex McKnight

Thursday, August 06, 2020

Alex McKnight anticipates a return to growth tinged with a permanent impairment of the economy due to lost consumption.

4 min read
Returning to Growth 5 min read

Systematic Multi Asset: Frédéric Desobry

06 August 2020

While systematic investors do not use forecasts on global markets or the global economy in the same way, Frédéric Desobry says there are data points showing that a rebound is happening.

5 min read
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