-
Our Company
- Our Capabilities
-
Our Thinking
Articles
- Investing amid Korea’s economic transformation
- Five reasons we are positive on EM equities
- Pricing fatigue: First the consumer, now signs of deterioration elsewhere?
- Private equity: from niche to necessity
- Dollar downer – what next for GBP investors?
- Global equities and the evolving world order
- Active Thinking: Presidential strains, residential gains
- Q2 Multi-asset perspectives: Chaos and calm
- Unlocking Opportunities in Emerging Markets
- Cleared for Takeoff – Takeaways from the 2025 Paris Airshow: Growing supply chain positivity
- News & Media
TO VIEW LOCAL PRODUCTS AND SERVICES
Select your countryGAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreOur Thinking
Active Thinking
Investing amid Korea’s economic transformation
26 August 2025 | Randel (Randy) Freeman
Randel (Randy) Freeman, Co-Head of GAM Alternatives, explores why Korea may be the most interesting market in the world right now for event-driven and deep value investors, and why he believes it could follow a similar path to Japan’s transformation a decade ago.
Investment Opinions
Multi Asset Blog
Have markets become invincible?
12 August 2025 | Julian Howard
Despite everything thrown at them so far in 2025, equities have quickly recovered from setbacks. Beyond the US economic and corporate earnings picture, a new wave of forum-driven and gamified app investors may be fuelling this resilience. But how would these relative newbies react in any real market crisis?
