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GAM is a global asset management firm. We operate in 14 countries and collectively manage CHF 64.9 billion in assets for our clients (as at 30 September 2023).

Catastrophe Bonds: Diversification when you need it

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

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Our Thinking

Active Thinking
Active Thinking: Japan – Are we finally at a turning point?
18 April 2024

In recent months, Japanese equities have surged to all-time highs, fuelled by factors including corporate reforms and foreign inflows. Now, what lies ahead? Ernst Glanzmann, Investment Director, Japan Equities, examines the current landscape, where growth expectations continue to ride high.

Investment Opinions
Five structural trends for Europe
17 April 2024

In this video update Niall Gallagher, Investment Director, Europe Equities, discusses the key structural trends which he believes define a new investment era, reiterates why for him a style-agnostic approach to investing is essential and reveals how investors could play the artificial intelligence (AI) theme in Europe.

Charles Hepworth Blog
Eurozone interest rates unchanged, US PPI and jobs data mixed
11 April 2024

Latest releases fuel expectations that rates could head lower in Europe sooner than the US.

Investment Opinions
Yes, we really could go on like this
10 April 2024

US stocks have been defying higher interest rates consistently since October 2022, rising by around 40%. At the same time, the US economy has accelerated even as inflation has been cooling. Either something is about to break, or a profound change could propel stocks onwards.

Charles Hepworth Blog
US inflation tops forecasts
10 April 2024

Upturn in CPI raises fresh doubts over the likely extent of rate cuts this year.

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