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What disruption really means: An interview with Paul Markham - April 2025
April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about disruption and how he identifies investment opportunities.

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Julian Howard Multi-Asset Views
23 April 2025

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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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GAM Alternatives launch event - Marc Lasry
April 2025

Sports investing is emerging as a scalable, uncorrelated asset class — from minority stakes in global clubs to women’s leagues with asymmetric upside.

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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

Investment Opinions
What disruption really means
24 April 2025

Paul Markham, Investment Director, Global Equities, talks to GAM’s Head of UK Distribution Steven Williams on how he defines disruption and the fact it can have an impact across all sectors and industries, with technology an enabler of that disruption rather than necessarily being the business of the companies in which he invests.

Multi Asset Blog
Market relief, but for how long?
23 April 2025

Equities’ post-Easter rally partly reflects moderating rhetoric from the US administration. But with tariff policy up in the air and hopes of a U-turn looking optimistic, investors should keep their discipline to help achieve long-term goals.

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.

Our Thinking
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.

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