http://www.gam.com/en/rss/insights https://www.gam.com/en/our-thinking/investment-opinions/income-diversification-and-resilience-through-mortgage-backed-securities 2026-11-05T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/late-cycle-reckoning 2026-10-29T00:00:00 https://www.gam.com/en/our-thinking/multi-asset-views/the-us-mid-terms-might-matter-a-bit American politics remain deeply polarised, with the cultural divisions characterising the 2024 presidential election showing no sign of abating. 2026-10-28T00:00:00 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