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Latest Insights

Weekly Manager Views 3 min read

Weekly Manager Views: Fixed Income

15 January 2021

At GAM Investments’ latest Fixed Income Meeting, held on 12 January, our investment specialists discussed developed and emerging market currencies, fiscal sustainability and the US housing market.

3 min read
Investment Opinions 9 min watch

Outlook 2021: Niall Gallagher

12 January 2021

Niall Gallagher takes a look at some of the European equity themes that were ’supercharged’ over the course of 2020, discusses the importance of a focus on ESG and explains why he is optimistic on opportunities in the region this year.

9 min watch
Multi Asset Perspectives 7 min read

Multi asset perspectives: Recovery versus stagnation

05 January 2020

GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the equity market’s counter-intuitive positive performance in the pandemic year of 2020 and the navigating investors will have to do around near-term recovery and long-term stagnation.

7 min read