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Investment Opinions
Hyper Active: Focusing on innovators and disruptors across the global stock universe
20 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients.

Multi-Asset Blog
US Federal Reserve cuts interest rates by 50 bps
19 September 2024

Fed cuts rates for first time since March 2020, says “risks to employment and inflation goals roughly in balance.”

Active Thinking
Active Thinking: Shifting expectations, shifting opportunities
19 September 2024

The past months have delivered a sharp U-turn in market rate expectations. Ralph Gasser, Head of Fixed Income Investment Specialists, shares his views on recent developments and explores these shifts and their implications on investment opportunities across fixed income markets.