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- Power surge
- Investing amid Korea’s economic transformation
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- Private equity: from niche to necessity
- Dollar downer – what next for GBP investors?
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GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreOur Thinking
Multi Asset Blog
So much for summer doldrums
02 September 2025 | Julian Howard
With a summer sizzle, stock markets have defied the usual seasonal doldrums, with the S&P setting record highs amid rate cut hopes. But with the Fed's independence under pressure, could inflation risks and consumer jitters bring a pre-winter chill for markets?
Investment Opinions
Power surge
01 September 2025 | Tom O'Hara
As geopolitical tensions underscore energy security and the relentless rise of AI drives soaring electricity demand, nations face a pivotal moment to rise to the challenges. GAM’s European Equities team – Tom O’Hara, Jamie Ross and David Barker - believe this presents unprecedented investment opportunities in areas such as power infrastructure.
Active Thinking
Investing amid Korea’s economic transformation
26 August 2025 | Randel (Randy) Freeman
Randel (Randy) Freeman, Co-Head of GAM Alternatives, explores why Korea may be the most interesting market in the world right now for event-driven and deep value investors, and why he believes it could follow a similar path to Japan’s transformation a decade ago.
