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Thought Leadership
Wednesday, December 22, 2021

GAM and partner managers provide their outlook for 2022 for their respective asset classes. They cite energy transition, rising interest rates, the Asian emerging middle class, the strength of the European banking sector, demand / supply imbalance and of course the Omicron variant of Covid-19 as among the things to watch out for in the coming year.

Active Thinking
Active Thinking: AI's Android Moment
10 March 2025

Artificial intelligence’s (AI) warp-speed evolution could reshape entire industries, creating unprecedented opportunities for investors.

Active Thinking
Active Thinking: Why China shouldn’t fear another trade war
18 February 2025

GAM Investments’ Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, discusses the likely impact of a US trade war on China’s exports and equity market.

Active Thinking
Active Thinking: Swiss precision, global vision
06 February 2025

Thomas Funk, Investment Director, Switzerland Equities, discusses how Swiss companies can achieve international growth and profit potential.

Our Thinking
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