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GAM is a global asset management firm. We operate in 14 countries and collectively manage CHF 64.9 billion in assets for our clients (as at 30 September 2023).

Catastrophe Bonds: Diversification when you need it

The catastrophe (cat) bond space is seeing unprecedented demand for capital.

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Our Thinking

Investment Blog
UK interest rates left unchanged at 5.25%
20 June 2024

Path set for August easing but market concerns over Labour government spending may pressure sterling and ‘import’ inflation

Investment Opinions
Don’t overthink the US election
19 June 2024

Five months ahead of the US election, the socio-political discourse has rarely been more fraught. For investors, the connection between politics and markets is natural, but evidence points to markets continuing to be largely agnostic.

Active Thinking
Active Thinking: EMs ride the tide
17 June 2024

Why EM bonds could ride the crest of a wave as inflation eases.

Investment Blog
Fed leaves interest rates unchanged, as expected
12 June 2024

Amid inflation outlook uncertainty, official guidance now points to only one cut in 2024.

Investment Opinions
Decarbonising Europe - how net zero is energising European equities
06 June 2024

Delivering on net zero commitments by 2050 will be very challenging, affecting every industry and requiring vastly more resources than many policymakers appreciate, or will admit to their electorates. But for investors, the ambitious drive towards decarbonisation is presenting compelling opportunities across a range of European companies.


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