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GAM Investments Announcement: Gramercy Partnership

GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.

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GAM Investments Announcement: Swiss Re Partnership

GAM Investments and Swiss Re announce new Cat Bond and ILS investment partnership.

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Our Thinking

Investment Opinions
A tale of two economic futures: Germany's fiscal pivot versus US deficit spiral
12 June 2025

Germany’s new government, a reluctant coalition between the Christian Democratic Union of Germany (CDU)/Christian Social Union in Bavaria (CSU) and the Social Democratic Party of Germany (SPD), represents the fourth time they have teamed up in coalition since the 1990s.

Investment Opinions
The great rotation in luxury markets
11 June 2025

Changes in US trade policy may have pressured luxury brand equities, but Flavio Cereda, Investment Director of the Luxury Brands strategy, sees performance emerging more selectively and expects any slowdown to be milder than feared.

Multi Asset Blog
Big, yes, but beauty is in the eye of the beholder
04 June 2025

With President Trump’s tax bill set to add trillions to US government debt and potentially fuel inflation, a bond buyers’ strike could test the ‘TACO’ theory ahead of the 4 July Senate vote.

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