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Manager Insights

Outlook 2026
A combination of attributes that are increasingly rare in fixed income
December 2025 | Mariagiovanna guatteri

Catastrophe Bonds: “Over nearly three decades, the cat bond market has demonstrated consistent performance through varying rate and loss environments.”

Investment Opinions
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.

Multi Asset Blog
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.

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.