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  • 2018 Outlook – The Merits of Active Management

    12 December 2017

    Investment opinions 2018 Outlook – The Merits of Active Management

    GAM’s investment experts share insights on how active management adds value in their specialist fields.

  • Larry Hatheway on Markets - December 2017

    7 December 2017

    Macroeconomics Larry Hatheway on Markets - December 2017

    Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

  • Inflation’s Endgame, Volatility’s Vengeance

    6 December 2017

    Thematic Inflation’s Endgame, Volatility’s Vengeance

    A gradual decline into disorder? GAM’s Christian Gerlach examines the phenomenon of ‘modern growth’ and ponders the potential implications of the destruction of the ‘utopia of the future’ on distorted asset prices.

  • Unconstrained Opportunities and Cheap Parachutes

    1 December 2017

    Thematic Unconstrained Opportunities and Cheap Parachutes

    GAM’s Tim Haywood believes an absolute return approach to fixed income could prove ideal against a backdrop of rising interest rates and a reversal of QE

  • The Balanced Portfolio Has Had Its Time

    28 November 2017

    Investment opinions The Balanced Portfolio Has Had Its Time

    As originally featured in Bloomberg Prophets, Larry Hatheway believes the days are numbered for the multi-asset trinity of positive correlation, high return and low volatility.

  • UK Autumn Budget

    22 November 2017

    Macroeconomics UK Autumn Budget

    On 22 November, following a particularly animated Prime Minister’s Questions with Jeremy Corbyn and Prime Minister Theresa May, Chancellor Phillip Hammond stood up to deliver his Autumn budget. GAM’s investment director Charles Hepworth highlights the key takeaways.

  • Diving For Pearls − China Bond Connect

    21 November 2017

    Thematic Diving For Pearls − China Bond Connect

    Making the connection: GAM’s Amy Kam outlines the potential of China’s bond markets for foreign investors.

  • China: The Blue Chip Comeback

    17 November 2017

    Thematic China: The Blue Chip Comeback

    Three years on from the launch of the Shanghai stock connect programme, which allows investors outside China to access locally listed shares, we asked GAM’s Jian Shi Cortesi what the impact has been on her strategy.

  • Larry Hatheway on Markets - November 2017

    9 November 2017

    Macroeconomics Larry Hatheway on Markets - November 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the current global macro environment, the biggest risks to investors in the remainder of 2017 and the impact of political uncertainty on markets.

  • India: Idiosyncratic and Untapped

    7 November 2017

    Thematic India: Idiosyncratic and Untapped

    Tim Love, investment director for emerging market equities at GAM, explores the major growth opportunities in India, such as weddings, luxury travel and Bollywood, and the equity market’s untapped potential at a time when China growth is showing signs of slowing.


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  • Larry Hatheway on Markets - December 2017

    7 December 2017

    Larry Hatheway on Markets - December 2017

    Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

  • UK Autumn Budget

    22 November 2017

    UK Autumn Budget

    On 22 November, following a particularly animated Prime Minister’s Questions with Jeremy Corbyn and Prime Minister Theresa May, Chancellor Phillip Hammond stood up to deliver his Autumn budget. GAM’s investment director Charles Hepworth highlights the key takeaways.

  • Larry Hatheway on Markets - November 2017

    9 November 2017

    Larry Hatheway on Markets - November 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the current global macro environment, the biggest risks to investors in the remainder of 2017 and the impact of political uncertainty on markets.

  • Larry Hatheway on Markets - October 2017

    25 October 2017

    Larry Hatheway on Markets - October 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the current global macro picture, the on-going Q3 earnings season and the effect of the expected tapering by central banks on the markets.

  • Outlook: Hitting the Target

    17 October 2017

    Outlook: Hitting the Target

    Although not ‘all weather’, the standard asset allocation approach has served investors well. However, it is time for a rethink: the 60-40 model of a balanced portfolio of stocks and bonds no longer looks fit for purpose. GAM’s Head of Investment Solutions and Chief Economist Larry Hatheway explains why.

  • Larry Hatheway on Markets - September 2017

    27 September 2017

    Larry Hatheway on Markets - September 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for monetary policy and the biggest risks to investors in the next quarter.

  • Larry Hatheway on Markets - August 2017

    15 August 2017

    Larry Hatheway on Markets - August 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses how global equity and bond markets are performing, the outlook for the dollar and whether economic expansion in emerging markets is sustainable.

  • Larry Hatheway on Markets - July 2017

    27 July 2017

    Larry Hatheway on Markets - July 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for the remainder of the second quarter earnings season and monetary policy over the next quarter.

  • Larry Hatheway on Markets - June 2017

    22 June 2017

    Larry Hatheway on Markets - June 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of stalling or falling inflation and the biggest risks for investors over the next quarter.

  • Larry Hatheway on Markets - May 2017

    25 May 2017

    Larry Hatheway on Markets - May 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of recent political uncertainty in the US and the significance of the forthcoming UK election and monetary policy decisions for markets.


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  • Inflation’s Endgame, Volatility’s Vengeance

    6 December 2017

    Inflation’s Endgame, Volatility’s Vengeance

    A gradual decline into disorder? GAM’s Christian Gerlach examines the phenomenon of ‘modern growth’ and ponders the potential implications of the destruction of the ‘utopia of the future’ on distorted asset prices.

  • Unconstrained Opportunities and Cheap Parachutes

    1 December 2017

    Unconstrained Opportunities and Cheap Parachutes

    GAM’s Tim Haywood believes an absolute return approach to fixed income could prove ideal against a backdrop of rising interest rates and a reversal of QE

  • Diving For Pearls − China Bond Connect

    21 November 2017

    Diving For Pearls − China Bond Connect

    Making the connection: GAM’s Amy Kam outlines the potential of China’s bond markets for foreign investors.

  • China: The Blue Chip Comeback

    17 November 2017

    China: The Blue Chip Comeback

    Three years on from the launch of the Shanghai stock connect programme, which allows investors outside China to access locally listed shares, we asked GAM’s Jian Shi Cortesi what the impact has been on her strategy.

  • India: Idiosyncratic and Untapped

    7 November 2017

    India: Idiosyncratic and Untapped

    Tim Love, investment director for emerging market equities at GAM, explores the major growth opportunities in India, such as weddings, luxury travel and Bollywood, and the equity market’s untapped potential at a time when China growth is showing signs of slowing.

  • A New Era in Regenerative Medicine

    27 October 2017

    A New Era in Regenerative Medicine

    Why was 30 August 2017 a historic day for science and innovation? Mirjam Heeb, senior portfolio manager explains the benefits of recent disruptive developments in regenerative medicine.

  • MBS: Navigating Pre-, Post- and Crises Periods

    18 October 2017

    MBS: Navigating Pre-, Post- and Crises Periods

    For many people, the Global Financial Crisis (GFC) has yet to ‘celebrate’ its 10th anniversary. Amid all the strenuous denials from economists, central bankers, politicians and finance officials, it can be difficult to objectively pinpoint the one single event that signalled the meltdown and mayhem.

  • Building on Firm Ground

    12 October 2017

    Building on Firm Ground

    UK and European economies are on a relatively solid footing, says Jon Rickert, investment director at GAM, and private commercial real estate lending will prosper.

  • Is China in a ‘Sweet Spot’?

    4 October 2017

    Is China in a ‘Sweet Spot’?

    Michael Lai, investment director explains how China is stemming the flood of overseas investment and dealing with debt, to maintain economic growth.

  • Sustainable Investing – Time For A Holistic View

    29 September 2017

    Sustainable Investing – Time For A Holistic View

    Karl Herzog and Thomas Funk from the Swiss equities team explain how they screen companies based on a comprehensive list of sustainability criteria. Their goal is as simple as it is ambitious, aiming to identify the long-term winners in an increasingly complex and competitive environment.


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  • Snap Election in Japan: An Investor’s View

    28 September 2017

    Snap Election in Japan: An Investor’s View

    On Monday Prime Minister Shinzo Abe announced his plans to dissolve the lower house of Japan’s parliament on 28 September and to call a snap election in October. What will be the impact for markets against the backdrop of encouraging fundamentals but prevailing tensions with North Korea?

  • The David and Goliath Aspects of China's A-share Market

    13 July 2017

    The David and Goliath Aspects of China's A-share Market

    Tim Love, investment director for emerging market equities, considers the significance of the inclusion of China A-shares in the MSCI Emerging Markets index.

  • EM – Why Now?

    11 May 2017

    EM – Why Now?

    Tim Love, investment director at GAM, discusses the outlook for emerging market equities in 2017 and analyses where the best opportunities are likely to lie in a turbulent political landscape.

  • Emerging Markets: Another Year, Another Opportunity

    24 January 2017

    Emerging Markets: Another Year, Another Opportunity

    Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last year.

  • EU Equities – Selection is Key

    12 January 2017

    EU Equities – Selection is Key

    As featured on Investment Week, Niall Gallagher, Investment Director for European equities at GAM, explains why European companies continue to offer investors interest opportunities for returns in 2017, but warns that careful stock selection will be key.

  • After the BRICs, it’s Time to Focus on the VARPs

    3 January 2017

    After the BRICs, it’s Time to Focus on the VARPs

    Tim Love, Investment Director for emerging market equities at GAM, considers the major growth opportunities offered by Vietnam, Argentina, Romania and Pakistan.

  • 15 Years of the Euro

    29 December 2016

    15 Years of the Euro

    New Year’s Day will mark 15 years since the physical euro currency was implemented. Joachim Corbach, Head of Currencies & Commodities at GAM, considers the politics behind the introduction of the single currency, its future and what this means for investors.

  • Brazil - Room to Rally?

    13 December 2016

    Brazil - Room to Rally?

    Denise Prime, Investment Manager, examines the potential for Brazil to outperform in 2017 and the opportunities for fixed income investors.

  • The Consumer Takes Over

    9 December 2016

    The Consumer Takes Over

    A Q&A with Jian Shi Cortesi, who has been managing a consumer-focused China equity strategy for three years.

  • Contagion? Probably Not

    1 December 2016

    Contagion? Probably Not

    Global equity manager Robert Smithson outlines his views on the potential outcomes and implications of the upcoming elections and referendums across Europe.


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  • 2018 Outlook – The Merits of Active Management

    12 December 2017

    2018 Outlook – The Merits of Active Management

    GAM’s investment experts share insights on how active management adds value in their specialist fields.

  • The Balanced Portfolio Has Had Its Time

    28 November 2017

    The Balanced Portfolio Has Had Its Time

    As originally featured in Bloomberg Prophets, Larry Hatheway believes the days are numbered for the multi-asset trinity of positive correlation, high return and low volatility.

  • The Importance Of Dividends

    2 November 2017

    The Importance Of Dividends

    With bond yields continuing to hover around historically low levels, GAM’s Adrian Gosden and Chris Morrison revisit the case for accruing and reinvesting dividend income from a portfolio of equities.

  • Can The Emerging Markets Rally Continue?

    31 October 2017

    Can The Emerging Markets Rally Continue?

    Michael Biggs, investment manager, emerging markets fixed income at GAM explains why he believes the current emerging markets rally has further to go.

  • Low Index Volatility: Great Active Opportunities?

    5 October 2017

    Low Index Volatility: Great Active Opportunities?

    Kenneth Liew, Portfolio Manager, Multi Asset Portfolio Solutions takes a look at low index volatility, important underlying trends – and the impact on portfolio construction.

  • Active Management Fights Back!

    2 October 2017

    Active Management Fights Back!

    Over the last few years, competition has increased in the asset management industry, fees have been under pressure and performance among active managers has, in aggregate, been disappointing. It wasn’t always this way. And we think it won’t be this way as we look forward.

  • Why Stocks Can Shrug Off Bonds

    29 August 2017

    Why Stocks Can Shrug Off Bonds

    This year, equity markets have broadly advanced, despite significant gyrations in bond yields. To some, that seems odd. How can stocks ignore bond moves, in particular episodes of rising yields? Chief economist Larry Hatheway explains why.

  • Sterling: Pounded Down Far Enough?

    8 August 2017

    Sterling: Pounded Down Far Enough?

    The British pound has been the subject of repeated doom-mongering since the Brexit referendum more than a year ago. Joachim Corbach, GAM’s Head of Currencies and Commodities, questions whether there really is more material downside for sterling from the prevailing depressed levels. This article originally featured in Fund Strategy.

  • Normalisation: A Turning Point?

    4 August 2017

    Normalisation: A Turning Point?

    Tim Haywood, investment director for fixed income, says that with policy normalisation from central bankers in both Europe and North America driving bond yields aggressively upwards, June may be remembered as a turning point for fixed income markets.

  • India: On the Cusp of a Multi-year Bull Market?

    25 July 2017

    India: On the Cusp of a Multi-year Bull Market?

    Madhav Bhatkuly considers recent milestones for the Indian economy, including the implementation of the Goods and Services Tax bill and the rapid transformation of the financial services sector, and explains why Indian equities could be on the cusp of a multi-year bull market.


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  • Brexit a Difficult Issue To Trade On, Economist Says

    8 December 2017

    Brexit a Difficult Issue To Trade On, Economist Says

    Larry Hatheway, chief economist and head of investment solutions at GAM, discusses currency trading and Brexit. (Source: CNBC)

  • The Possible Impact of Tax Reform

    29 November 2017

    The Possible Impact of Tax Reform

    Alexander Friedman, Group Chief Executive Officer at GAM Investments, and Michael Amey, managing director and portfolio manager at PIMCO, discuss the possible impact on the U.S. if tax reform becomes law. (Source: Bloomberg)

  • Two Biggest Risks Now Are China and Inflation, Market Veteran Says

    23 November 2017

    Two Biggest Risks Now Are China and Inflation, Market Veteran Says

    Larry Hatheway, who’s spent decades poring over the mechanics of financial markets and investing, says his two biggest concerns right now are China and inflation. (Source: Bloomberg)

  • Gosden: Housebuilders are Too Expensive

    10 November 2017

    Gosden: Housebuilders are Too Expensive

    Ex-Artemis fund manager Adrian Gosden is building a new UK equity income portfolio at GAM - which means some old favourites are abandoned as overvalued. (Source: Morningstar)

  • GAM's Gosden: 'You Won't See Me At Another Firm In Two Years' Time'

    30 October 2017

    GAM's Gosden: 'You Won't See Me At Another Firm In Two Years' Time'

    Fund manager Adrian Gosden, who joined GAM in September after 13 years at Artemis, has revealed the drivers behind his new equity income fund, due to launch on platforms on 6 November. (Source: Investment Week)

  • The Balanced Portfolio Has Had Its Time

    17 October 2017

    The Balanced Portfolio Has Had Its Time

    The days are numbered for the multi-asset trinity of positive correlation, high return and low volatility, says Larry Hatheway, GAM chief economist. (Source: Bloomberg)

  • GAM Preps for a Different Quant Future

    5 October 2017

    GAM Preps for a Different Quant Future

    GAM Systematic is experimenting with artificial intelligence and data science to ensure it is well positioned for the next wave of quantitative investing. (Source: Institutional Investor)

  • GAM Economist Says Draghi Not Finding Audience in Markets

    7 September 2017

    GAM Economist Says Draghi Not Finding Audience in Markets

    Larry Hatheway, GAM chief economist, discusses investor reaction to ECB President Mario Draghi's remarks about the euro with Bloomberg's Scarlet Fu, Joe Weisenthal and Abigail Doolittle on "What'd You Miss?" (Source: Bloomberg)

  • No Appetite For Infrastructure Investment

    5 September 2017

    No Appetite For Infrastructure Investment

    Infrastructure stocks just “don’t look interesting” in either the U.K. or the U.S. at the moment, Julian Howard, head of Multi Asset Solutions at GAM, said. (Source: CBNC)

  • Outlook: Hitting the Target

    4 September 2017

    Outlook: Hitting the Target

    Larry Hatheway, chief economist and head of investment solutions at GAM, discusses why now is the time for a rethink of the standard asset allocation approach. (Source: New Model Adviser)


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  • Fund Manager Portrait – Tim Haywood

    11 October 2017

    Fund Manager Portrait – Tim Haywood

    Meet Tim Haywood, Investment Director at GAM and business unit head for fixed income, responsible for the absolute return bond family of funds as well as various long only fixed income mandates.