GAM Insights http://www.gam.com/en/rss/insights The New Energy Order - the thematic embrace of Oilfield Services https://www.gam.com/en/our-thinking/european-equities-blog/the-new-energy-order 2026-04-15T00:00:00 European bank subordinated debt – the risk is volatility, not fundamentals https://www.gam.com/en/our-thinking/investment-opinions/european-bank-subordinated-debt 2026-04-09T00:00:00 Q1 Multi-Asset Perspectives: Noise and nuance https://www.gam.com/en/our-thinking/investment-opinions/q1-multi-asset-perspectives-noise-and-nuance 2026-04-02T00:00:00 Why are (some) markets so calm? https://www.gam.com/en/our-thinking/multi-asset-blog/why-are-some-markets-so-calm 2026-04-01T00:00:00 Is it the right time to invest in India? https://www.gam.com/en/our-thinking/investment-opinions/is-it-the-right-time-to-invest-in-india 2026-03-31T00:00:00 Does the Fed have a new inflation problem? https://www.gam.com/en/our-thinking/multi-asset-blog/does-the-fed-have-a-new-inflation-problem 2026-03-17T00:00:00 Oilfield services and Middle Eastern conflict: possible short-term pain but clear long-term gain https://www.gam.com/en/our-thinking/european-equities-blog/oilfield-services-and-middle-eastern-conflict The backdrop is well-trodden by now: according to various industry estimates compiled by Morgan Stanley, global oil and gas capital expenditure (CapEx) has recovered by up to 60% from its 2020 lows and is expected to stay strong. 2026-03-12T00:00:00 When tariffs lose their legal basis https://www.gam.com/en/our-thinking/investment-opinions/when-tariffs-lose-their-legal-basis 2026-03-12T00:00:00 Droid Age: Investing for the coming AI humanoid revolution https://www.gam.com/en/our-thinking/european-equities-blog/droid-age-investing-for-the-coming-humanoid-revolution AI has largely dominated market sentiment since the ChatGPT moment in November 2022. Investors' views on the likely winners and losers have oscillated dramatically over the past couple of years, with an ever-changing and expanding list of companies deemed to be at risk from the rise of AI. 2026-03-10T00:00:00 War is just another uncertainty https://www.gam.com/en/our-thinking/multi-asset-blog/war-is-just-another-uncertainty 2026-03-02T00:00:00