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Articles
- Thematic Thoughts: Geopolitics and Green Economy Disruptions in Asia Pacific
- Q2 Multi asset perspectives: American (H)edge
- Euro SMIDs - Are they unusually cheap versus the rest of the market?
- The Private Innovation Economy
- Don’t overthink the US election
- Decarbonising Europe - how net zero is energising European equities
- Big is still beautiful
- GAM Explains: Europe’s changing ESG regulatory landscape – CSDDD
- News & Media
Video Quote
Videos by Startegy
Video
Multi Asset Solutions Central Europe - Andrea Quapp
19 October 2023
Andrea Quapp highlights the fact both stocks and bonds are currently attractively rated, which is presenting her with asset allocation opportunities. She also mentions the importance of innovations such as artificial intelligence and, specifically for Switzerland, the appeal of the Swiss real estate market.
Video
Multi Asset Solutions – Julian Howard
19 October 2023
Julian Howard reflects on the combination of stretched valuation and a tight equity risk premium that has made equities less attractive in the short term. However, it does not undermine the very long-term case for equities, in his view. He also notes the long-term structural case for China.
Video
Sustainable Investing – Stephanie Maier
28 July 2023
Stephanie Maier highlights the most recent legislative, policy and industry developments in sustainable investing in her latest Active Thinking video, reflecting on the proliferation of climate dominating on companies’ shareholder resolutions and the increase in focus on nature and biodiversity.
Video
Multi Asset Solutions – Julian Howard
28 July 2023
Julian Howard shares his summary of Q2’s events and his outlook for the rest of 2023. He also discusses the investment implications of artificial intelligence (AI) and some factors he’s keeping the closest eye on. Despite this year’s narrow tech-led stock market rally, and some stretched valuations, he also outlines a scenario which could make equities look much better value into the turn of the year.