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Active returns through specialist and alternative investing
Find out moreThe catastrophe (cat) bond space is seeing unprecedented demand for capital.
Find out more12 min read
US equity returns have been disproportionate by long run standards. Economic fundamentals remain sound but market valuations are stretched. And, for investors, the start of the new Trump administration will matter – to a point.
11 min read
GAM Investments’ Paul Markham analyses the factors behind the increased Americanisation of world equity indices. Paul also assesses how investors can best capture global stock market opportunities in an era of increased US megacap dominance.
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