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Find out moreOur Thinking
Multi Asset Blog
Stateside shutdown shenanigans
07 October 2025 | Julian Howard
Yet another US government shutdown really should be bad for growth. But with short-term rates pricing in multiple Fed cuts, the 'bad news = good news' narrative lives on, but for how long? With results from financials and IT behemoths looming, investors want reassurance that hefty AI spend is on track to deliver returns.
Investment Opinions
Q3 Multi-Asset perspectives: The new invincibility?
06 October 2025 | Julian Howard
Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how US equity markets went on a tear in the third quarter, despite elevated uncertainty and signs of slowdown in the US economy. For investors, predicting the next correction will be challenging but ensuring portfolio diversification less so.
Multi Asset Blog
