Q1 Multi-Asset Perspectives: Noise and nuance

02 April 2026 | Julian Howard

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views.

Why are (some) markets so calm?

01 April 2026 | Julian Howard

Despite rising geopolitical tensions and a sharp increase in oil prices, equity markets, particularly in the US, have remained relatively calm.

Is it the right time to invest in India?

31 March 2026 | Ygal Sebban | Meera Patel

The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That said, they see selective opportunities emerging within the market.

Does the Fed have a new inflation problem?

17 March 2026 | Julian Howard

With inflation above target and the US economy softening, the Fed faced a difficult balancing act - even before the Iran war. But as soaring energy prices fuel inflation and growth concerns build, policymakers face an even greater dilemma as Fed frontman Jerome Powell prepares to vacate the chair next month.