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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
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.

Investment Opinions
Q4 Multi asset perspectives: American era
07 January 2024

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how we are in the midst of a new American era, defined by a strong economy privileged by its relative isolation and a stock market uniquely placed to benefit. Investors will, however, need to be aware of risks around inflation and over-valuation.

Multi-Asset Blog
Fed cuts US rates for third successive time
18 December 2024

But with inflation and the jobs market resilient, Fed points to 50 bps of cuts for 2025, compared to 100 bps flagged in Q3.

Multi-Asset Blog
ECB cuts interest rates again
13 December 2024

The eurozone’s fourth cut of 2024 comes against the backdrop of a potential ‘Perfect Storm’ of political instability and economic woes.

Contacts

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