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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
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.
Private Shares – Christian Munafo
19 October 2023
Christian Munafo of Liberty Street Advisors notes an improvement in market conditions for investors in late-stage private companies; many of these companies are similar to what public market investors used to seek in small to mid-cap growth stocks. He also stresses that many of them are not just high growth, they are also at or approaching profitability.
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.
Systematic Core Macro
19 October 2023
GAM Systematic’s Dr Chris Longworth and Guglielmo Mazzola highlight bond sell offs and a commodities rally as significant market events, and note that systematic investment approaches can help provide investors with much-needed diversification for their portfolios.
Investment Opinions
Euro SMIDs - Are they unusually cheap versus the rest of the market?
04 July 2024
With many of the market’s biggest names powering the rally in European equities, there has been much talk over recent weeks about whether European small and mid-caps look cheap compared to their large peers. Niall Gallagher analyses the long-term structural factors at play, suggesting that, while SMIDs are attractively valued, they really are no cheaper than their larger counterparts.
Investment Opinions
Decarbonising Europe - how net zero is energising European equities
06 June 2024
Delivering on net zero commitments by 2050 will be very challenging, affecting every industry and requiring vastly more resources than many policymakers appreciate, or will admit to their electorates. But for investors, the ambitious drive towards decarbonisation is presenting compelling opportunities across a range of European companies.
Investment Opinions
European banks: Finally, investors give credit where it’s due
25 April 2024
European banking stocks have delivered impressive returns so far in 2024 (+16.7%* for the sector). Niall Gallagher assesses the factors behind the gains, and explains why he is retaining heavy overweight exposure to European banks.
Investment Opinions
Five structural trends for Europe
17 April 2024
In this video update Niall Gallagher, Investment Director, Europe Equities, discusses the key structural trends which he believes define a new investment era, reiterates why for him a style-agnostic approach to investing is essential and reveals how investors could play the artificial intelligence (AI) theme in Europe.
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