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GAM is a global asset management firm. We operate in 14 countries and collectively manage CHF 64.9 billion in assets for our clients (as at 30 September 2023).

Catastrophe Bonds: Diversification when you need it

The catastrophe (cat) bond space is seeing unprecedented demand for capital.

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Our Thinking

Investment Opinions
European banks: Finally, investors give credit where it’s due
25 April 2024

European banking stocks have delivered impressive returns so far in 2024 (+16.7%* for the sector). Niall Gallagher assesses the factors behind the gains, and explains why he is retaining heavy overweight exposure to European banks.

Charles Hepworth Blog
US economy grew by less than expected in Q1
25 April 2024

But lingering inflation concerns could yet delay Fed interest rate cuts.

Investment Opinions
The key role of commodities
24 April 2024

In this video update Danny Dhingra, Investment Manager, GAM Systematic, highlights what he believes are the key characteristics of commodities, including their potential diversification and inflation hedging benefits against a backdrop of uncertain markets. He also delves into the themes which drive commodity prices and explains how he thinks about and invests in them.

Charles Hepworth Blog
UK’s services sector growth beats forecasts
23 April 2024

Dominant services sector expands for the sixth consecutive month, but manufacturing continues to labour.

Active Thinking
Active Thinking: Japan – Are we finally at a turning point?
18 April 2024

In recent months, Japanese equities have surged to all-time highs, fuelled by factors including corporate reforms and foreign inflows. Now, what lies ahead? Ernst Glanzmann, Investment Director, Japan Equities, examines the current landscape, where growth expectations continue to ride high.

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