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Latest Insights

Investment Opinions

5 min read

Opportunities amid inflation and high valuations
16 September 2021

Developed market (DM) bonds performed well over the summer months despite stronger growth and inflation, plus lower yields also provided a tailwind for risk assets. However, GAM Investments’ Adrian Owens believes inflation is likely to prove more than temporary indicating the outlook for DM bonds could become challenging. He gives his thoughts on how to navigate such an environment.

Active Thinking

7 min read

Active Thinking
13 September 2021

At GAM Investments’ latest Active Thinking Forum, three of our brightest investment minds discussed the drivers behind policy change in China, Japanese equities and political change in the country and why the recent correction in luxury equities may present a buying opportunity.

Investment Opinions

8 min read

VARPS: An uncorrelated frontier market opportunity
07 September 2021

GAM Investments’ Tim Love provides an update on VARPS (Vietnam, Argentina, Romania, Pakistan and Saudi Arabia) and discusses the current investment case for each of the five markets.