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Our Thinking
Investment Opinions
The Sideways Scenario
08 December 2021
GAM Investments’ Julian Howard believes sideways is a viable outcome for markets given valuations and nervousness. If such a stalled markets scenario were to play out, he suggests skilfully identifying attractive, consistent and independent sources of return is likely to be key.
Investment Opinions
Digital luxury: a conversation with Tom Meggle – Part Two
01 December 2021
Discussion of the ‘metaverse’ has gone from being a fringe topic to one that is now everywhere. What more vindication of the idea entering mainstream consciousness than Facebook, a near trillion-dollar company, changing its name to Meta? Luxury brands are dipping their toes into this new virtual world. GAM Investments’ Swetha Ramachandran recently discussed the topic with luxury expert Tom Meggle, a former Louis Vuitton and Cartier executive. In the second and final part of their conversation, Swetha and Tom look at the reinvention of retail, how brands can connect with customers in the digital world and share their thoughts on the market’s accessibility and growth potential.
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