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

Our Thinking

European Equities Blog
Europe’s HALO effect: Finding resilience after a tough geopolitical summer
08 October 2026 | David Barker

Headlines over the summer were challenging for Europe. Hope for resolution in the US-Iran conflict peaked at the start of July, with oil prices falling close to USD 70 per barrel before rapid re-escalation took prices back above USD 100, reigniting inflation fears.

Investment Opinions
Optimising fixed income allocations in a new market regime
29 September 2026 | Ralph Gasser

With benchmark government yield curves relentlessly trending upwards and core markets credit spreads at 19-year lows, the need for specialist fixed income solutions offering contained interest rate risk, substantial excess spreads, intact valuation profiles and true diversification benefits remains, in my view, pressing.

Investment Opinions
Stewardship in Practice Engaging on Artificial Intelligence (AI) – Responsible Use and Oversight
29 September 2026 | Simona Rubino

AI is moving rapidly from experimentation to implementation. For us as investors, the opportunity is significant, but capturing its long-term benefits will depend on how responsibly companies develop and deploy the technology.

Investment Opinions
Tightening not frightening - the case for some profit-taking amid a rally
08 September 2026 | Julian Howard

One of the more common errors in portfolio management is conflating near-term tactical portfolio adjustments with a strategic change of view.

Investment Opinions
EM Technology: Early summer pullback masks improving fundamentals
26 August 2026 | Ygal Sebban

The start of Q3 2026 saw a sharp correction across technology stocks following exceptionally strong gains in H1.

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