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GAM is a global asset management firm. GAM’s purpose is to protect and enhance our clients’ financial future.

Catastrophe Bonds: Diversification when you need it

The catastrophe (cat) bond space is seeing unprecedented demand for capital.

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Our Thinking

GAM Explains
GAM Explains: Biodiversity COP16
3 October 2024

The race to protect our planet’s biodiversity is just as critical as the fight against climate change, presenting both risks and opportunities for investors. With over half of global GDP reliant on nature, the implications are profound.

Investment Opinions
Why everyone's getting the US economy wrong
02 October 2024

Markets and commentators are excessively pessimistic on the US economy. But the economy has avoided recession and shrugged off high interest rates - this has implications for US stocks and the Federal Reserve’s policy pathway.

Investment Opinions
Hyper Active: Managing risk and capitalising on market inefficiencies in credit portfolios
27 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients.

Investment Opinions
Japan's Growth Opportunities in the Post-Pandemic Era
25 September 2024

The stars are aligning for Japanese companies from a global and domestic macroeconomic perspective. Ernst Glanzmann and Lukas Knüppel, Investment Directors, and Katsuya Takeuchi, Investment Analyst, Japan Equities, note that at the same time the market and many investors have not fully recognised the shift in earnings momentum towards quality growth companies that is occurring.

Investment Opinions
Hyper Active: Focusing on innovators and disruptors across the global stock universe
20 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients.

Contacts

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