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Navigating volatility: Outlook 2025

Active returns through specialist and alternative investing

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GAM Investments Announcement: Strategic Alliance

GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China.

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Our Thinking

Investment Opinions
The appeal of mortgage-backed securities as a diversifier
08 April 2025

Tom Mansley, Investment Director, Asset Backed Fixed Income at GAM Investments, discusses the resilience of mortgage-backed securities (MBS) in the current challenging macroeconomic and political environment.

Investment Opinions
Q1 Multi-asset perspectives: Exceptionalism interrupted
04 April 2025

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how high hopes for a strong start to America’s new golden age have been dashed amid a chaotic and unpredictable start to the new Trump administration. Attention is turning to other stock markets but American dominance can’t easily be replaced.

Investment Opinions
Make Europe (slightly) Great Again
27 March 2025

Europe-bashing has become fashionable for commentators in the last few years, but the economy may be showing signs of potential amid the Trump onslaught. Preconceptions about Europe’s stock market could also be changing.

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