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- 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
Thematic Thoughts: Geopolitics and Green Economy Disruptions in Asia Pacific
22 July 2024
More than ever before, Asia Pacific producers are key players in the global clean energy revolution. But with geopolitical tensions rising and the threat of disruption looming ever larger, GAM Investments’ Meera Patel explores factors behind the risks and opportunities for investors in a region harnessing the might of the green economy to bolster its long-term economic prospects.
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