-
Our Company
- Our Capabilities
-
Our Thinking
Articles
- Hyper Active: Why active investment strategies can leave passive approaches lagging
- SharkNinja: Disruption with chips
- An active approach to global equities is key
- Hey Shrewd – Why US Equity Portfolios Should Emulate The Beatles
- 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
- News & Media
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.
Please Choose your Profile or Login to see relevant products