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Select your countryGAM Investments Announcement: Gramercy Partnership
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
Find out moreGAM Investments Announcement: Swiss Re Partnership
GAM Investments and Swiss Re announce new Cat Bond and ILS investment partnership.
Find out moreOur Thinking
Multi Asset Blog
Drama and calm, all at once
16 June 2025
Israel’s strike on Iran sparked a predictable immediate reaction, with oil rising and equities falling. But, in a microcosm of the post-Liberation Day market moves, stocks soon recovered. While the US economy appears sound and retail investors relaxed, gold is telling us a very different story, underlining the value of effective diversification.
Investment Opinions
A tale of two economic futures: Germany's fiscal pivot versus US deficit spiral
12 June 2025
Germany’s new government, a reluctant coalition between the Christian Democratic Union of Germany (CDU)/Christian Social Union in Bavaria (CSU) and the Social Democratic Party of Germany (SPD), represents the fourth time they have teamed up in coalition since the 1990s.
