European banks: The new AI winners?

03 July 2026 | David Barker

Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making money from it?

Reassuringly Divided: Why the AI-driven economic disparity shouldn’t concern investors

19 June 2026 | Julian Howard

Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growth over time.

GAM Proxy Voting: Stewardship in a Changing Governance Landscape

11 June 2026 | Simona Rubino

Simona Rubino from GAM's Responsible Investment team reviews GAM's approach to proxy voting during 2025 and shares her early views on key themes emerging in the 2026 Proxy Season.

Beyond SpaceX: The overlooked European companies benefitting from the global space boom

04 June 2026 | David Barker

The excitement surrounding a potential SpaceX IPO has triggered a rush into anything linked to the space economy.