We have a comprehensive range of active investment strategies across asset classes and styles.
We have a long track record of building close partnerships with professional advisers offering investment solution for your clients. With a truly active philosophy, GAM’s investment managers are not constrained by benchmarks and constantly seek to uncover the most promising opportunities wherever they exist. Our extensive range of funds provides investors with flexibility and choice across a variety of structures including OEICs, UCITS and offshore.
In addition to our in-house teams, GAM partners with some of the world’s most talented investment managers allowing us to draw on their expertise and skill to provide a wider choice of investment opportunities.
We asked a group of our portfolio managers a series of questions about their respective asset classes. This third video, in a series of three, looks at the themes the managers are currently exploring.
The US-China trade war narrative continues. In the latest chapter, the Trump administration has suggested the possibility of delisting Chinese companies from US stock exchanges. GAM Investments’ Jian Shi Cortesi examines the reality of this proposal.
The renewed focus on fiscal spending, both as a complement to, and as a substitute for, monetary policy is opening the door to relative value discretionary macro opportunities, according to GAM Investments’ Rahul Mathur.
GAM Talks Podcast Episode Two - Paul McNamara