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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’.

Paul Markham

Investment Director
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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

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Julian Howard Multi-Asset Views
27 February 2025

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Julian Howard Multi-Asset Views
17 February 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’.

Investment Opinions
The American Stream: Investing globally in a US-dominated stock universe
24 January 2025

GAM Investments’ Paul Markham analyses the factors behind the increased Americanisation of world equity indices. Paul also assesses how investors can best capture global stock market opportunities in an era of increased US megacap dominance.

Outlook 2025
Stock, sector and market divergence
December 2024

GLOBAL EQUITIES: “The major opportunity for us is individual stock picking.”

Investment Opinions
Hyper Active: Focusing on innovators and disruptors across the global stock universe
20 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients.

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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