http://www.gam.com/en/rss/insights https://www.gam.com/en/our-thinking/investment-opinions/spacex-ipo-and-beyond 2026-05-28T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/is-the-uk-ok UK markets gave investors plenty to think about with the local elections of 7 May. Whereas the Iran war seems not to be affecting the S&P 500 at all anymore, the immediate market response in the UK has been notable. 2026-05-26T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/lessons-from-iran 2026-05-11T00:00:00 https://www.gam.com/en/our-thinking/european-equities-blog/what-has-iran-changed-if-anything Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged. 2026-05-07T00:00:00 https://www.gam.com/en/our-thinking/european-equities-blog/the-new-energy-order 2026-04-15T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/european-bank-subordinated-debt 2026-04-09T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/q1-multi-asset-perspectives-noise-and-nuance 2026-04-02T00:00:00 https://www.gam.com/en/our-thinking/multi-asset-blog/why-are-some-markets-so-calm 2026-04-01T00:00:00 https://www.gam.com/en/our-thinking/investment-opinions/is-it-the-right-time-to-invest-in-india 2026-03-31T00:00:00 https://www.gam.com/en/our-thinking/multi-asset-blog/does-the-fed-have-a-new-inflation-problem 2026-03-17T00:00:00