Five Reasons to Consider European Banks
Niall Gallagher from GAM considers why the market remains too pessimistic on European banks and provides a five-point counterargument.
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Land of Confusion
GAM Investments’ Julian Howard examines how benign markets are increasingly at odds with the underlying economic picture.
Read MoreThe Resurgence of NFTs?
GAM Investments’ Pieran Maru discusses the future of NFTs – which, after a lull period in 2H22, are once again beginning to gain popularity.
Read MoreQuantum Computing Set to Disrupt Industry
GAM Investments’ David Goodman explores the disruptive potential of quantum technology across sectors such as finance, healthcare and cybersecurity.
Read MoreIt’s Time to Rethink How We See Nature
GAM Investments’ Stephanie Maier considers the intrinsic link between nature loss and climate change and explores what financial decision makers across the world can do about it.
Read MoreTech Turbulence
GAM’s Kevin Kruczynski examines how a new focus on profitability after a decade of strong growth and increased spending may benefit the technology sector.
Read MoreCapital Preservation, ‘Solved’ (For Now)
GAM’s Julian Howard explores how ever-higher short-dated yields may offer a profound, though temporary, way to ‘smooth’ volatility to meet future liabilities.
Read MoreThe Trouble with Interest Rates
GAM Investments’ Julian Howard explores how, undeterred by the transatlantic banking crisis, policymakers’ focus on inflation and rates will hamper short-term market progress.
Read MoreGoldilocks and the Interest Rate Bear
GAM Investments’ Julian Howard examines whether what some view as a new ‘Goldilocks’ period in the economy is a realistic scenario over the short-, medium- and long-term.
Read MoreBye Buy American Pie
GAM’S Global Head of Investments David Dowsett believes investor engagement with non-US assets could come to the fore this year as part of a long-term structural shift.
Read MoreThe Future of Our Food Supply
42% of the global population could not afford a healthy diet in 2020, yet we are still seeing record levels of waste, with 14% of food produced globally lost between harvest and retail.
Read MoreInvesting in Luxury: A long runway for growth
Swetha Ramachandran, Manager of GAM Investments’ luxury brands equity strategy, outlines eight reasons why she believes luxury investing has a long runway for growth.
Read MoreWhere Did All the Growth Go?
GAM Investments’ Julian Howard explores the modern investing landscape and considers how investors can prepare their portfolios for an extended epoch of stagnation.
Read MoreThoughts and Observations from Japan
GAM’s Kevin Kruczynski talks about his visit to Tokyo when he met with companies and attended the Japan International Machine Tool Fair, showcasing new manufacturing technologies.
Read MoreThe Great Comeback of Chinese Equities
Wendy Chen from GAM Investments examines the Chinese equity market’s comeback in 2022 and considers what 2023 could hold, with a focus on China’s post Covid reopening.
Read MoreSome Relief at Last
GAM’s Julian Howard explores how a mostly challenging 2022 started to show signs of improvement which he believes are likely to persist into the new year.
Read MoreWhy Small Data Is the New Big Data
GAM’s Chris Longworth and Silvia Stanescu discuss the prevalence of small data problems in finance, as well as some of the approaches that can be applied to address them.
Read MoreThe Convention on Biological Diversity
Those in the know call it “The Biodiversity Cop” – but what is the Convention on Biological Diversity and why is it important in an investment context?
Read MoreUnlocking the Industrial Internet of Things
GAM Investments’ Kevin Kruczynski considers the increasingly important role 5G networks will play in the Industry 4.0 ecosystem, as well as the potential beneficiaries from these developments.
Read MoreLearnings from California
GAM Investments’ David Goodman and Pieran Maru report on their recent travels to California, and what they saw at the 2022 Goldman Sachs Communicopia and Technology Conference.
Read MoreValuations – Is it Time to Buy Yet?
The sell-off in 2022 has been both profound and near-universal. GAM Investments’ Julian Howard considers whether there is now intrinsic value in key markets.
Read MoreYou Go Your Way and I’ll Go Mine
GAM Investments’ Adrian Owens considers whether the UK and US economies are really moving in such different directions and if the inflation outlook is markedly better in the UK.
Read MoreCOP27: A temperature check on progress
As COP27 begins, Stephanie Maier, GAM’s Global Head of Sustainable and Impact Investment, shares her thoughts on what to expect from the crucial climate talks.
Read MoreWhat Is Happening in European Energy Markets?
The European energy crisis is a fast-moving situation with major implications for the region, notes GAM’s Niall Gallagher, and the energy transition is far from straightforward.
Read MoreThe Case for Mortgage-Backed Securities
GAM Investments’ Tom Mansley discusses why he believes Mortgage-Backed Securities may present lower risk and an attractive investment opportunity.
Read MoreThe Storm Before the Calm
GAM Investments’ Julian Howard believes the nightmarish policy trade-offs governments and central banks face today won’t last forever as inflation slowly but surely eases.
Read MoreThere Really, Really Is No Alternative
YTD volatility has been enough to make even seasoned investors question their allocations. GAM Investments’ Julian Howard argues the fundamental case for equities remains solid.
Read MoreChina’s Property Market: The most asked questions
The slowdown in the Chinese real estate market has put pressure on China’s GDP growth. GAM’s Jian Shi Cortesi answers some key questions about the sector’s risks going forward.
Read MoreDigital Twins
GAM Investments’ David Goodman considers how ‘digital twins’ can fundamentally change industries via living digital simulation models that change alongside their physical counterparts.
Read MoreSustainable Investment: 3 Key Trends
Stephanie Maier from GAM Investments outlines three key trends she believes will continue to drive the sustainable and ESG investment landscape over the coming years.
Read More10 Changing Investment Themes You Need to Consider
David Dowsett, GAM’s Head of Investments, outlines 10 themes he has identified where he sees a clear “before and after” effect for the 2020-22 crisis period.
Read MoreStick to the Plan
GAM Investments’ Julian Howard argues that in order to be successful, investors must transcend the sense of fragility exacerbated by volatile periods and stick to their plans.
Read MoreWhat Does the End of a Pandemic Look Like?
As Covid-19 moves from pandemic to endemic, GAM’s Dr Jenna Denyes looks at how to identify whether we have reached the end of the pandemic and what we can expect from here.
Read MoreSemiconductor Shortage: is equilibrium in sight?
Two years into the semiconductor shortages, GAM Investments’ Pieran Maru examines the causes, the industries most impacted and the possible path to normalisation of supply.
Read MoreFive Reasons to Consider Emerging Market Equities
Despite a rough ride over the past five years and especially in 2021, GAM Investments’ Tim Love outlines five reasons why he believes emerging market equities have a brighter future.
Read MoreMarkets Face Onslaught from All Directions
GAM Investments’ Julian Howard outlines his latest multi asset views, exploring how the onslaught of pandemic, war and inflation leaves central banks with few good options.
Read MoreMarkets and War – An Unlikely Alliance
GAM Investments’ Julian Howard examines the historical relationship between war and markets and the potential implications of Russia’s invasion of Ukraine for the global economy.
Read MoreWhat Will “Generation Alpha” Look Like?
GAM Investments’ Swetha Ramachandran looks at how the more digital, more sustainable generation to come – Generation “Alpha” – could influence consumption in the luxury sector.
Read MoreIndustry 4.0 Drives the Additive Manufacturing Revolution
As concerns around global supply chains mount, GAM Investments’ Kevin Kruczynski argues that additive manufacturing (3D printing) could provide a more reliable, sustainable and efficient solution.
Read MoreThe Competitive Advantage of Big Data
Harnessing the power of data is critical for companies to maintain a competitive edge in a technological age. GAM Investments’ David Goodman looks at some companies doing so.
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