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Scenario Economico Luglio 2024
Tuesday, July 9, 2024

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Scenario Economico Giugno 2024
Thursday, May 30, 2024

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Scenario Economico Maggio 2024
Maggio 2024

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The key role of commodities - Danny Dhingra
24 April 2024

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Five structural trends for Europe – Niall Gallagher
17 April 2024

05:54 min watch

Introduction to Late Stage Private Shares
Thursday, April 11, 2024

Christian Munafo, CIO of LSA, provides an overview of the opportunities in private markets.

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Scenario Economico Novembre 2023
Friday, November 10, 2023

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Scenario Economico Ottobre 2023
Wednesday, October 4, 2023

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Scenario Economico Settembre 2023
8 settembre 2023

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Wednesday, March 29, 2023

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Scenario Economico Novembre 2022
14 novembre 2022

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Scenario Economico Ottobre 2022
14 October 2022

Investment Opinions
So what happened this summer?
10 September 2024

The S&P 500 hit an all-time high before losing -8.2% from mid-July to early August. But stockmarkets recovered unnervingly quickly going into September. With the dust settled, it is worth considering if there are any lessons to be learned.

Multi-Asset Blog
US Non-farm payrolls show solid additions
06 September 2024

US economy adds 142,000 jobs in August as the Fed plans to cut interest rates

Investment Opinions
Hyper Active: Why active investment strategies can leave passive approaches lagging
5 September 2024

As an asset management group with a 40-year heritage, we invest our clients’ capital using active strategies across asset classes. In our Hyper Active series, we showcase GAM managers adding real value for investors. The first piece features Flavio Cereda discussing active management in the luxury sector and how it can exploit stock performance dispersion.

Active Thinking
Active Thinking: China – the simmering transformation
21 August 2024

GAM Investments’ Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, discusses the simmering transformation of China's economy. She analyses China's pivot to digital and green growth, exemplified by BYD's innovative impact in the electric vehicle sector.

Our Thinking
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