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GAM is a global asset management firm. GAM’s purpose is to protect and enhance our clients’ financial future.

GAM Investments Announcement: Gramercy Partnership

GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.

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GAM Investments Announcement: Swiss Re Partnership

GAM Investments and Swiss Re announce new Cat Bond and ILS investment partnership.

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Catastrophe Bonds: Diversification when you need it

The catastrophe (cat) bond space is seeing unprecedented demand for capital.

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Our Thinking

Investment Opinions
Cleared for Takeoff – Takeaways from the 2025 Paris Airshow: Growing supply chain positivity
23 June 2025

Europe’s aerospace sector reaffirmed its global dominance at the 2025 Paris Airshow. Bolstered by strengthened supply chains, growing aftermarket demand and rising defence budgets amid geopolitical uncertainties, GAM's European Equity team believe the aerospace sector could be a high-flying opportunity for investors seeking attractive long-term growth.

Multi Asset Blog
Drama and calm, all at once
16 June 2025

Israel’s strike on Iran sparked a predictable immediate reaction, with oil rising and equities falling. But, in a microcosm of the post-Liberation Day market moves, stocks soon recovered. While the US economy appears sound and retail investors relaxed, gold is telling us a very different story, underlining the value of effective diversification.

Investment Opinions
A big, beautiful burden
17 June 2025

Global long-dated bond yields have jumped in recent weeks. This increases the cost of capital for economies and corporations. The main culprit is the US spending bill. Can it be reined in?

Investment Opinions
A tale of two economic futures: Germany's fiscal pivot versus US deficit spiral
12 June 2025

Germany’s new government, a reluctant coalition between the Christian Democratic Union of Germany (CDU)/Christian Social Union in Bavaria (CSU) and the Social Democratic Party of Germany (SPD), represents the fourth time they have teamed up in coalition since the 1990s.

Investment Opinions
The great rotation in luxury markets
11 June 2025

Changes in US trade policy may have pressured luxury brand equities, but Flavio Cereda, Investment Director of the Luxury Brands strategy, sees performance emerging more selectively and expects any slowdown to be milder than feared.

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