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GAM helps investors prepare for a wider range of potential outcomes with a broader fixed-income toolkit.

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Our Thinking

Investment Opinions
Late Cycle Reckoning: Credit, the AI capex boom/bust cycle and the perfect set-up for a global secular equity bear market
29 October 2026 | Albert Saporta

Executive summary: everything overvalued (absolute), everything cheap (relative to US and tech)

Multi Asset Views
The US mid-terms might matter…a bit
28 October 2026 | Julian Howard

American politics remain deeply polarised, with the cultural divisions characterising the 2024 presidential election showing no sign of abating.

Investment Opinions
Q3 Multi-Asset Perspectives: Tightening not frightening
15 October 2026 | Julian Howard

The third quarter of 2026 saw a more subdued return from global markets compared to the second quarter, with the MSCI AC World Index delivering +1.3% in local currency terms.

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Corporate responsibility

We aim to be responsible and diligent investors, on behalf of our clients and our stakeholders

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