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Articles
- What to focus on now
- What disruption really means
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- China: (fast) charging ahead
- GAM 2025 Proxy Season Expectations and Our Approach
- The appeal of mortgage-backed securities as a diversifier
- Q1 Multi-asset perspectives: Exceptionalism interrupted
- Make Europe (slightly) Great Again
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- Why we are positive on growth in China
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Find out moreGAM Investments Announcement: Strategic Alliance
GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China.
Find out moreOur Thinking
Investment Opinions
What to focus on now
30 April 2025
‘Liberation Day’ and its aftermath have left investors shaken and bruised. Recognising that in the short term markets trade on sentiment is vital. During the present uncertainty, investors could do well to remember that equity buy-and-hold - with effective diversification - remains a well-proven approach.
Investment Opinions
What disruption really means
24 April 2025
Paul Markham, Investment Director, Global Equities, talks to GAM’s Head of UK Distribution Steven Williams on how he defines disruption and the fact it can have an impact across all sectors and industries, with technology an enabler of that disruption rather than necessarily being the business of the companies in which he invests.
