Policymakers and Investors Face a Bumpier Ride
GAM Investments’ Julian Howard outlines why combating inflation could upset markets but secular stagnation still suggests strategically holding long-dated assets.
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The Sideways Scenario
GAM Investments’ Julian Howard believes sideways is a viable outcome for markets and that skilfully identifying consistent and independent sources of return is likely to be key.
Read MoreNet Zero: The New North Star
Stephanie Maier from GAM Investments discusses the increased commitment to tackling climate change following COP26 as it becomes clear immediate action is imperative.
Read MoreDigital Currencies and the Future of Money
GAM Investments’ David Goodman examines the development of digital currencies among central banks, including China’s answer to crypto and the underlying megatrend of money being digitalised.
Read MoreA Healthy Dose of Optimism
GAM Investments’ Jenna Denyes reviews some encouraging recent developments as the biotech and pharmaceutical industries continue to make impressive progress against Covid-19.
Read MoreBuy Now, Pay Later: A new wave in payments
GAM Investments’ Kevin Kruczynski examines the recent growth and corporate activity in the BNPL space and why the payment method is appealing to younger consumers.
Read MoreWhat if Interest Rates Stay Low Forever?
Given the current backdrop, GAM Investments’ Julian Howard suggests it is difficult to see how central bankers might ever return to what might be deemed a ‘normal’ interest rate environment.
Read MoreEmerging Markets: Waiting for a Breakthrough
Despite rising rates and regulatory interference, GAM Investments’ Julian Howard suggests the medium-term outlook for Emerging Markets is better than it seems, while the long-term outlook is assured.
Read MoreMulti Asset Perspectives: Beyond Recovery
GAM Investments’ Julian Howard outlines why inflation is likely to prove temporary, his longer-term outlook, and how investors should position accordingly.
Read MoreValuations: A Surprising Message
While equity valuations appear elevated, GAM Investments’ Julian Howard suggests that the asset class could be considered appealing on an absolute basis in the right context.
Read MoreApps, Advertising and the Importance of Data Access
GAM Investments’ Mark Hawtin discusses upcoming changes around the way iPhone and iPad users will interact with advertisers and the potential impact on the constantly evolving advertising space.
Read MoreMulti Asset Perspectives: The rebound in context
GAM Investments’ Julian Howard outlines his latest multi asset views, what the long-term outlook is likely to hold and how investors might realistically position for it.
Read MoreDisruption in 2021 and Beyond
As part of the inaugural edition of ‘The Disruptive Strategist’, an in-depth and thoughtful assessment of the investment universe, GAM Investments’ Mark Hawtin and the disruptive growth team considered disruptive trends for 2021 and beyond.
Read MoreMulti Asset Perspectives: Recovery versus stagnation
GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the equity market’s counter-intuitive positive performance in the pandemic year of 2020 and the navigating investors will have to do around near-term recovery and long-term stagnation.
Read MoreThe evolution of ‘Value’
GAM Investments’ Ali Miremadi discusses the terms quality and value and how the definition of the latter has evolved over the years.
Read MoreDisruptive Tech: It Is Better to Travel than to Arrive
GAM Investments’ Mark Hawtin foresees a move away from the very largest tech names and instead a focus on the next generation of winners.
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