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- Is it the right time to invest in India?
- When tariffs lose their legal basis
- What if AI doesn’t work out?
- How Asia is powering the AI era
- Venezuela: where’s the shock?
- China housing market downturn and its impact
- Q4 Multi-Asset Perspectives: Proceeding with care
- The future of AT1s: “If it ain’t broke, don’t fix it”
- EMD’s Gravity Shift: Why investors are pulling ‘satellite’ emerging market debt into the core of portfolios
- Methane under Fire: How the EU’s bold regulations aim to confront supercharged emissions
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GAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
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Investment Opinions
Is it the right time to invest in India?
31 March 2026 | Ygal Sebban
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.
Multi Asset Blog
Does the Fed have a new inflation problem?
17 March 2026 | Julian Howard
With inflation above target and the US economy softening, the Fed faced a difficult balancing act - even before the Iran war. But as soaring energy prices fuel inflation and growth concerns build, policymakers face an even greater dilemma as Fed frontman Jerome Powell prepares to vacate the chair next month.
European Equities Blog
Oilfield services and Middle Eastern conflict: possible short-term pain but clear long-term gain
12 March 2026 | Tom O'Hara
The backdrop is well-trodden by now: according to various industry estimates compiled by Morgan Stanley, global oil and gas capital expenditure (CapEx) has recovered by up to 60% from its 2020 lows and is expected to stay strong.
European Equities Blog
Droid Age: Investing for the coming AI humanoid revolution
10 March 2026 | Jamie Ross
AI has largely dominated market sentiment since the ChatGPT moment in November 2022. Investors' views on the likely winners and losers have oscillated dramatically over the past couple of years, with an ever-changing and expanding list of companies deemed to be at risk from the rise of AI.
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