Market stress: Should I be worried?

21 January 2026 | Julian Howard

With unpredictable US government policy making for a volatile investment environment, US equities’ searing post-Liberation Day progress appears to have stalled, while gold market fever could be a symptom of stress in global capital markets. But history suggests that equities tend to reward the patient.

Venezuela: where’s the shock?

21 January 2026 | Julian Howard

Oil used to matter a lot. High oil prices could bring countries almost to a standstill, as occurred in the US during the 1973 Arab oil embargo and the 1979 Iranian revolution, and in the UK with the fuel strikes of 2000 and, to an extent, 2005 and 2007.

Make Europe Relevant Again

14 January 2026 | David Barker

Trump's Venezuela gambit reaffirms Europe’s geopolitical impotence. But it could reward European companies’ strengths.

China housing market downturn and its impact

13 January 2026 | Jian Shi Cortesi

The slowdown in China’s real estate market has been a key factor putting pressure on the country’s GDP growth. In this article, Jian Shi Cortesi, Investment Director of Asia/China Equity at GAM Investments, assesses how the property market is influencing China’s equity performance.