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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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Our Thinking

Multi Asset Blog
Why are Chinese equities doing so well?
30 September 2025 | Julian Howard

Chinese stocks have far outpaced gains in global equities lately. Resilience in exports in the face of US tariffs and rate cuts may not tell the whole story. But a domestic cultural savings shift into stocks might.

Investment Opinions
Trouble with the curve again: a warning for global markets
23 September 2025 | Julian Howard

Steepening yield curves could spell trouble ahead for deficit-addled economies, potentially sooner rather than later. Big-spending governments would do well to heed the warning of soaring long-end yields. For investors, avoiding this value trap in favour of more effective diversifiers could be key, argues Julian Howard.

Multi Asset Blog
Pressure mounts on the Fed
15 September 2025 | Julian Howard

With the US labour market softening, a cut of 25 bps looks in the bag this week, but pressure is mounting for more, even with inflation holding far above target.

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