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Articles
- 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
- A big, beautiful burden
- A tale of two economic futures: Germany's fiscal pivot versus US deficit spiral
- The great rotation in luxury markets
- Gain the AT1 Edge - Why it makes sense to access AT1s via a fund
- The sustainability imperative in emerging markets
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Select your countryGAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreGAM Investments Announcement: Swiss Re Partnership
GAM Investments and Swiss Re announce new Cat Bond and ILS investment partnership.
Find out moreOur Thinking
Multi Asset Blog
Does it matter who's in charge at the Fed?
22 July 2025
President Trump’s short-lived threat to oust Chair Jerome Powell briefly roiled markets. Despite the Big, Beautiful Bill and sticky inflation, markets are already pricing in multiple rate cuts, even with no change to the Fed hot seat. And the bond markets vigilantes will be watching, whether Jay walks or not.
Investment Opinions
Global equities and the evolving world order
16 July 2025
Hosted by Steven Williams, Head of UK Distribution, this webinar features Paul Markham, Investment Director and Head of Global Equities at GAM Investments, as he explores how shifting global dynamics are reshaping equity markets, and how investors can adapt.
Active Thinking
Active Thinking: Presidential strains, residential gains
11 July 2025
The Trump administration’s attempt to shake up the global trade order has triggered extreme volatility across global markets. While compressed credit spreads appear to offer limited scope for attractive returns, Tom Mansley explains his view that a “sweet spot” in US mature mortgage-backed assets offers a compelling proposition for investors.
