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- 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
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- Why we are positive on growth in China
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Navigating volatility: Outlook 2025
Active returns through specialist and alternative investing
Find out moreCatastrophe Bonds: Diversification when you need it
The catastrophe (cat) bond space is seeing unprecedented demand for capital.
Find out moreOur Thinking
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.
Investment Opinions
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.
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