http://www.gam.com/en/rss/insights https://www.gam.com/en/our-thinking/investment-opinions/q3-multi-asset-perspectives-tightening-not-frightening The third quarter of 2026 saw a more subdued return from global markets compared to the second quarter, with the MSCI AC World Index delivering +1.3% in local currency terms. 2026-10-15T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/surprisingly-predictable 2026-10-12T00:00:00 https://www.gam.com/en/our-thinking/european-equities-blog/europes-halo-effect Headlines over the summer were challenging for Europe. Hope for resolution in the US-Iran conflict peaked at the start of July, with oil prices falling close to USD 70 per barrel before rapid re-escalation took prices back above USD 100, reigniting inflation fears. 2026-10-08T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/optimising-fixed-income-allocations-in-a-new-market-regime 2026-09-29T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/stewardship-in-practice 2026-09-28T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/tightening-not-frightening One of the more common errors in portfolio management is conflating near-term tactical portfolio adjustments with a strategic change of view. 2026-09-08T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/em-technology The start of Q3 2026 saw a sharp correction across technology stocks following exceptionally strong gains in H1. 2026-08-26T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/diversification-in-the-ai-era It is no exaggeration that artificial intelligence (AI) is dominating investment discourse today, with debate raging over whether we really are on the precipice of a revolution that will power the profits of both the enablers and beneficiaries of AI for many years to come. 2026-08-05T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/q2-multi-asset-perspectives-lift-off-or-turn-off The second quarter of 2026 saw an extremely strong return of 15.3% in global equities as measured by the MSCI AC World Index in local currency terms. 2026-07-08T00:00:00 https://www.gam.com/en/our-thinking/european-equities-blog/european-banks-the-new-ai-winners Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making money from it? 2026-07-03T00:00:00