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GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
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Investment Opinions
Is it the right time to invest in India?
31 March 2026 | Ygal Sebban
The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That said, they see selective opportunities emerging within the market.
Multi Asset Blog
Does the Fed have a new inflation problem?
17 March 2026 | Julian Howard
With inflation above target and the US economy softening, the Fed faced a difficult balancing act - even before the Iran war. But as soaring energy prices fuel inflation and growth concerns build, policymakers face an even greater dilemma as Fed frontman Jerome Powell prepares to vacate the chair next month.
