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- From outflows to opportunity: China equity today
- The Asia ex-Japan rally has further to run
- Seeking more nuance in our thematic exposure
- Capitalising on global divergence, structural shifts and technical tailwinds
- Rotation from financial assets to solid, tangible assets
- Emerging Market outperformance: Just the start
- European financial green bonds: yield and impact go hand in hand
- Subordinated debt remains the sweet spot within fixed income
- The opportunity set remains excellent
- No shortage of potential investment ideas
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GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreOur Thinking
Multi Asset Blog
Fed fractures deepen, despite Powell's "Three and See" cut
11 December 2025 | Julian Howard
The Fed’s latest rate cut was widely expected and pleased markets. But with inflation running a full 1% above target and policymaker dissent growing ahead of Chair Powell’s departure, fiscal strains and stubborn long-term rates are clouding the outlook.
Active Thinking
From outflows to opportunity: China equity today
11 December 2025 | Jian Shi Cortesi
Investment Director Jian Shi Cortesi highlights China’s 2025 equity rebound, fuelled by low valuations and policy support. Innovation, technology and structural growth themes create compelling opportunities despite tariff headlines and shifting investor sentiment, according to Jian.
Multi Asset Blog
What's in store for the Federal Reserve?
01 December 2025 | Julian Howard
The US central bank is facing growing political pressure amid speculation over Chair Powell’s successor. With faster rate cuts potentially on the table, markets have been basking in the dovish glow. But, in time, consumers may thank those policymakers who tried to keep smouldering inflationary fires under control.
