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GAM is a global asset management firm. GAM’s purpose is to protect and enhance our clients’ financial future.

Navigating volatility: Outlook 2025

Active returns through specialist and alternative investing

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Catastrophe Bonds: Diversification when you need it

The catastrophe (cat) bond space is seeing unprecedented demand for capital.

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Our Thinking

Multi-Asset Blog
Fed holds interest rates, risking ire of President Trump
30 January 2025

Amid a spate of potentially inflationary Trump policies, Fed resists pressure to cut rates, drops reference to inflation steadily coming down.

Investment Opinions
American Moment - can US stocks keep powering on from here?
30 January 2025

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.

Investment Opinions
The American Stream: Investing globally in a US-dominated stock universe
24 January 2025

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.

Multi-Asset Blog
America’s very awkward inflation problem
15 January 2025

Less than a week before Donald Trump’s inauguration, today’s data showed annual inflation rising for the third consecutive month in December.

Multi-Asset Blog
UK on precipice of economic crisis
10 January 2025

Surging gilt yields heap pressure on Chancellor Rachel Reeves, raising the prospect of further tax rises or spending cuts.

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