European bank subordinated debt – the risk is volatility, not fundamentals

09 April 2026 | Romain Miginiac

Middle East tensions, high-profile defaults in private credit, and broader macro uncertainty have fuelled investor concerns around the potential impact on the European banking sector.

Q1 Multi-Asset Perspectives: Noise and nuance

02 April 2026 | Julian Howard

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views.

Why are (some) markets so calm?

01 April 2026 | Julian Howard

Despite rising geopolitical tensions and a sharp increase in oil prices, equity markets, particularly in the US, have remained relatively calm.

Is it the right time to invest in India?

31 March 2026 | Ygal Sebban | Meera Patel

The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That said, they see selective opportunities emerging within the market.