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Articles
- Venezuela: where’s the shock?
- China housing market downturn and its impact
- Q4 Multi-Asset Perspectives: Proceeding with care
- The future of AT1s: “If it ain’t broke, don’t fix it”
- EMD’s Gravity Shift: Why investors are pulling ‘satellite’ emerging market debt into the core of portfolios
- Methane under Fire: How the EU’s bold regulations aim to confront supercharged emissions
- From outflows to opportunity: China equity today
- The Asia ex-Japan rally has further to run
- Rotation from financial assets to solid, tangible assets
- The opportunity set remains excellent
- News & Media
GAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreOur Thinking
Multi Asset Blog
Market stress: Should I be worried?
21 January 2026 | Julian Howard
With unpredictable US government policy making for a volatile investment environment, US equities’ searing post-Liberation Day progress appears to have stalled, while gold market fever could be a symptom of stress in global capital markets. But history suggests that equities tend to reward the patient.
Investment Opinions
Venezuela: where’s the shock?
21 January 2026 | Julian Howard
Oil used to matter a lot. High oil prices could bring countries almost to a standstill, as occurred in the US during the 1973 Arab oil embargo and the 1979 Iranian revolution, and in the UK with the fuel strikes of 2000 and, to an extent, 2005 and 2007.
Investment Opinions
China housing market downturn and its impact
13 January 2026 | Jian Shi Cortesi
The slowdown in China’s real estate market has been a key factor putting pressure on the country’s GDP growth. In this article, Jian Shi Cortesi, Investment Director of Asia/China Equity at GAM Investments, assesses how the property market is influencing China’s equity performance.
Investment Opinions
Q4 Multi-Asset Perspectives: Proceeding with care
07 January 2026 | Julian Howard
Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how market invincibility is flying in the face of uncertainty and slowing growth thanks to strong secular trends. Continued participation in any market progress going into 2026 will demand a structurally disciplined approach to accompanying diversification, whatever the New Year brings.
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