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- When tariffs lose their legal basis
- What if AI doesn’t work out?
- How Asia is powering the AI era
- Venezuela: where’s the shock?
- China housing market downturn and its impact
- Q4 Multi-Asset Perspectives: Proceeding with care
- The future of AT1s: “If it ain’t broke, don’t fix it”
- EMD’s Gravity Shift: Why investors are pulling ‘satellite’ emerging market debt into the core of portfolios
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- From outflows to opportunity: China equity today
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GAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreOur Thinking
European Equities Blog
Oilfield services and Middle Eastern conflict: possible short-term pain but clear long-term gain
12 March 2026 | Tom O'Hara
The backdrop is well-trodden by now: according to various industry estimates compiled by Morgan Stanley, global oil and gas capital expenditure (CapEx) has recovered by up to 60% from its 2020 lows and is expected to stay strong.
European Equities Blog
Droid Age: Investing for the coming AI humanoid revolution
10 March 2026 | Jamie Ross
AI has largely dominated market sentiment since the ChatGPT moment in November 2022. Investors' views on the likely winners and losers have oscillated dramatically over the past couple of years, with an ever-changing and expanding list of companies deemed to be at risk from the rise of AI.
Multi Asset Blog
War is just another uncertainty
02 March 2026 | Julian Howard
With Middle East conflict flaring up (again), oil and geopolitical risks are dominating the headlines. But after weathering a steady stream of shocks over the past couple of years, markets have shown surprising resilience. As dramatic as the present news cycle is, investors with diversified portfolios should think twice before taking knee jerk action - and instead stay the course.
Investment Opinions
What if AI doesn’t work out?
26 February 2026 | Julian Howard
AI has been a dominant investment theme in 2025, but legitimate questions exist around take-up and pay-off. Even if AI doesn’t deliver the sweeping technological revolution many investors hope for, other strong themes exist which can provide market leadership.
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