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- What disruption really means
- Global themes and experienced teams
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- GAM 2025 Proxy Season Expectations and Our Approach
- The appeal of mortgage-backed securities as a diversifier
- Q1 Multi-asset perspectives: Exceptionalism interrupted
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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
What disruption really means
24 April 2025
Paul Markham, Investment Director, Global Equities, talks to GAM’s Head of UK Distribution Steven Williams on how he defines disruption and the fact it can have an impact across all sectors and industries, with technology an enabler of that disruption rather than necessarily being the business of the companies in which he invests.
Multi Asset Blog
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’.
