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Latest Insights

Weekly Manager Views 3 min read

Weekly Manager Views: Equities

22 January 2021

At GAM Investments’ latest Equities Meeting, held on 19 January, three of our managers discussed valuations across their respective markets.

3 min read
Investment Opinions 10 min read

A Lamarckian evolution framework of ARP

22 January 2021

GAM Systematic’s Dr Daniele Lamponi and Dr Lars Jaeger highlight the importance of alternative risk premia (ARP) models evolving over time and adapting to changing conditions.

10 min read
Investment Opinions 7 min read

China, now

21 January 2021

After suppressing Covid-19, China’s economy has avoided the hit that its regional and global rivals have taken. Looking ahead, GAM Investments’ Julian Howard says the intrinsic case for Chinese equities rests on the growth of China's economy and the relative under-representation of its capital markets in world indices.

7 min read