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Articles
- Hyper Active: Why active investment strategies can leave passive approaches lagging
- SharkNinja: Disruption with chips
- An active approach to global equities is key
- Hey Shrewd – Why US Equity Portfolios Should Emulate The Beatles
- Thematic Thoughts: Geopolitics and Green Economy Disruptions in Asia Pacific
- Q2 Multi asset perspectives: American (H)edge
- Euro SMIDs - Are they unusually cheap versus the rest of the market?
- The Private Innovation Economy
- Don’t overthink the US election
- Decarbonising Europe - how net zero is energising European equities
- News & Media
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Investment Opinions
Hyper Active: Why active investment strategies can leave passive approaches lagging
5 September 2024
As an asset management group with a 40-year heritage, we invest our clients’ capital using active strategies across asset classes. In our Hyper Active series, we showcase GAM managers adding real value for investors. The first piece features Flavio Cereda discussing active management in the luxury sector and how it can exploit stock performance dispersion.
Active Thinking
Active Thinking: China – the simmering transformation
21 August 2024
GAM Investments’ Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, discusses the simmering transformation of China's economy. She analyses China's pivot to digital and green growth, exemplified by BYD's innovative impact in the electric vehicle sector.
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Disclaimer: Past performance is not an indicator of future performance and current or future trends. The indications could be based on figures denominated in a currency that may be different from the currency of your residence country and therefore the return may increase or decrease as a result of currency fluctuations. Capital at risk: all financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. Any reference to a security is not a recommendation to buy or sell that security.