No shortage of potential investment ideas

December 2025 | Paul Markham

Global Equity: “The rise of AI is, of course, front of mind for many investors but geopolitical shifts also afford opportunities within the infrastructure and defence sectors.”

Global equities and the evolving world order

16 July 2025 | Paul Markham

Hosted by Steven Williams, Head of UK Distribution, this webinar features Paul Markham, Investment Director and Head of Global Equities at GAM Investments, as he explores how shifting global dynamics are reshaping equity markets, and how investors can adapt.

What disruption really means

24 April 2025 | Paul Markham

Paul Markham, Investment Director, Global Equities, talks to GAM’s Head of UK Distribution Steven Williams on how he defines disruption and the fact it can have an impact across all sectors and industries, with technology an enabler of that disruption rather than necessarily being the business of the companies in which he invests.

Global themes and experienced teams

17 April 2025 | Paul Markham

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.