-
Our Company
- Our Capabilities
-
Our Thinking
Articles
- Global themes and experienced teams
- China: (fast) charging ahead
- GAM 2025 Proxy Season Expectations and Our Approach
- The appeal of mortgage-backed securities as a diversifier
- Q1 Multi-asset perspectives: Exceptionalism interrupted
- Make Europe (slightly) Great Again
- Opportunities in private markets
- Why we are positive on growth in China
- Active Thinking: AI's Android Moment
- European Banks 2024 Q4 Earnings - Cashing in after a strong year
- News & Media
TO VIEW LOCAL PRODUCTS AND SERVICES
Select your countryNavigating volatility: Outlook 2025
Active returns through specialist and alternative investing
Find out moreGAM Investments Announcement: Strategic Alliance
GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China.
Find out moreOur Thinking
Investment Opinions
Global themes and experienced teams
17 April 2025
Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.
Investment Opinions
China: (fast) charging ahead
15 April 2025
Powered by innovation from massive R&D spending, China’s technology-focused corporate leaders are pushing ahead of their Western peers, acting out the “Made in China 2025” roadmap before our eyes, says Jian Shi Cortesi, Investment Director, Asia/China Growth Equities. From advances in artificial intelligence (AI) to electric vehicles (EVs) and beyond, these innovations represent a global power shift, presenting what Jian sees as opportunities for investors.
