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Global themes and experienced teams: An interview with Paul Markham - April 2025
15 April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.

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Julian Howard Multi-Asset Views
15 April 2025

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9 April 2025

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Scenario Economico Aprile 2025
7 Aprile 2025

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Q1 Multi-asset perspectives: Exceptionalism interrupted
04 April 2025

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Julian Howard Multi-Asset Views
19 March 2025

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Julian Howard Multi-Asset Views
14 March 2025

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Why we are positive on growth in China
11 March 2025

Steven Williams, Head of UK Distribution, talks to Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, on the opportunities she sees in Chinese companies.

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Scenario Economico Marzo 2025
10 marzo 2025

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Julian Howard Multi-Asset Views
27 February 2025

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Julian Howard Multi-Asset Views
17 February 2025

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Scenario Economico Febbraio 2025
10 febbraio 2025

Investment Opinions
Global themes and experienced teams
17 April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.

Multi Asset Blog
The Trump Sentiment Slump
15 April 2025

Trumpenomics 2.0 is off to a bumpy start for US consumers, with inflation concerns, fears of layoffs and the stock market downturn impacting on both Wall Street and Main Street.

Investment Opinions
China: (fast) charging ahead
15 April 2025

Powered by innovation from massive R&D spending, China’s technology-focused corporate leaders are pushing ahead of their Western peers, acting out the “Made in China 2025” roadmap before our eyes, says Jian Shi Cortesi, Investment Director, Asia/China Growth Equities. From advances in artificial intelligence (AI) to electric vehicles (EVs) and beyond, these innovations represent a global power shift, presenting what Jian sees as opportunities for investors.

Investment Opinions
GAM 2025 Proxy Season Expectations and Our Approach
14 April 2025

Simona Rubino from GAM's Responsible Investment team shares her views on key themes for 2025 Proxy Season and provides a review of GAM's approach to proxy voting during 2024.

On Demand
GAM Alternatives - Beyond Capital Preservation
9 April 2025

GAM has a heritage of pioneering access to best-of-breed investment managers. As part of GAM’s return to our original alternatives DNA, we are excited to present this exclusive launch event, held on 9 April 2025.