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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
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.

Investment Opinions
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.

European Equities Blog
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.