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Our Thinking
Investment Opinions
Goldilocks and the interest rate bear
23 March 2023
On the surface, the economic backdrop appears to have improved in recent months, with some commentators having seized upon this as evidence of a new ‘goldilocks’ period in the economy. GAM Investments’ Julian Howard examines whether this is a realistic scenario over the short-, medium- and long-term.
Investment Opinions
Bye Buy American Pie
15 March 2023
Since the global financial crisis in 2008 US equities have significantly outperformed their counterparts from the rest of the world. GAM’s Global Head of Investments David Dowsett believes investor engagement with non-US assets could come to the fore this year as part of a long-term structural shift.
Distinctive by design
Video
Credit Opportunities – Gregoire Mivelaz
14 February 2023
Gregoire Mivelaz highlights the importance of inflation and central bank actions last year, the positive attributes of subordinated debt in the current environment, and the specific opportunity presented by the perception gap in extension risk.
Active Thinking
Active Thinking Videos
As markets change over time, we’re ready for the challenge. Independent and with a global presence, we have long recognised across all areas of our business that results beyond the ordinary can best be achieved by thinking beyond the obvious. Hear the latest views from our investment managers.
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