The opportunity set remains excellent

December 2025 | Albert Saporta

Event-Driven Strategies: “How to make money in a bear market? It might not be the question investors are asking, but it is the one they should be.”

Active Thinking: Merger Arbitrage – Probability and risk

20 May 2024 | Albert Saporta

The end of the near-zero interest rate era and record-high stock markets in 2024 have raised the expectations bar for equity arbitrage. GAM Investments’ Global Head of Investments & Products Albert Saporta outlines the main strategies and tools at investors’ disposal, both in equity and merger arbitrage, to capitalise on the global opportunity set.

Fed fractures deepen, despite Powell's "Three and See" cut

11 December 2025 | Julian Howard

The Fed’s latest rate cut was widely expected and pleased markets. But with inflation running a full 1% above target and policymaker dissent growing ahead of Chair Powell’s departure, fiscal strains and stubborn long-term rates are clouding the outlook.

From outflows to opportunity: China equity today

11 December 2025 | Jian Shi Cortesi

Investment Director Jian Shi Cortesi highlights China’s 2025 equity rebound, fuelled by low valuations and policy support. Innovation, technology and structural growth themes create compelling opportunities despite tariff headlines and shifting investor sentiment, according to Jian.