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Our Thinking
Press Release

GAM Holding AG: Response to media speculation

Following press reports about a proposed deal with Generali, GAM can confirm that there are no discussions with the aforementioned company, or any other company, concerning M&A activity.

Press Release

GAM Holding AG appoints Peter Sanderson as Group CEO – David Jacob to become Chairman of the Board of Directors

Board of Directors appoints Peter Sanderson as Group Chief Executive Officer (CEO) effective 1 September 2019

Corporate Responsibility

We aim to be responsible and diligent investors, managing our impact on the environment and society, on behalf of our clients and our stakeholders.

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.

Investment Opinions 6 min read

WeWork IPO: a blurred line between hype and reality

Tuesday, October 15, 2019

The decision to withdraw the planned IPO of WeWork poses an interesting question of whether technology companies are becoming over-hyped once more. GAM Investments’ Mark Hawtin looks at the recent spate of disappointing IPOs in the technology space and considers whether the wave of irrational capitalism may be coming to an end.

6 min read
Weekly Manager Views 5 min read

Weekly Manager Views

11 October 2019

At GAM Investments’ Weekly Investment Meeting held on 9 October 2019 the speakers were Jian Shi Cortesi, who discussed her views on Asia and China equities, and Lars Jaeger, who shared his macro outlook.

5 min read