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Articles
- What if AI doesn’t work out?
- How Asia is powering the AI era
- Venezuela: where’s the shock?
- China housing market downturn and its impact
- Q4 Multi-Asset Perspectives: Proceeding with care
- The future of AT1s: “If it ain’t broke, don’t fix it”
- EMD’s Gravity Shift: Why investors are pulling ‘satellite’ emerging market debt into the core of portfolios
- Methane under Fire: How the EU’s bold regulations aim to confront supercharged emissions
- From outflows to opportunity: China equity today
- The Asia ex-Japan rally has further to run
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Find out moreOur Thinking
Investment Opinions
What if AI doesn’t work out?
26 February 2026 | Julian Howard
AI has been a dominant investment theme in 2025, but legitimate questions exist around take-up and pay-off. Even if AI doesn’t deliver the sweeping technological revolution many investors hope for, other strong themes exist which can provide market leadership.
Investment Opinions
How Asia is powering the AI era
16 February 2026 | Ygal Sebban | Rob Mumford
A year on from their positive note on Emerging Markets (EM) technology, “DeepSeek impact – an evolution, not a revolution”, the GAM Emerging Market Equity team continues to believe that further upside lies ahead. However, selectivity is already important, and becoming increasingly so.
Multi Asset Blog
A bit too precious?
02 February 2026 | Julian Howard
Precious metals’ surge was partly driven by the softer dollar, stubborn US inflation and hopes of fresh fiscal support. These factors haven’t gone away, despite the sudden correction over the last few days, suggesting the sell-off from a ‘crowded trade’ may tell us more about market structure and liquidity than the underlying macro story.
