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.

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.

Opportunities in private markets

20 March 2025

Steven Williams, Head of UK Distribution at GAM Investments, discusses opportunities in private markets with Kevin Moss, Managing Director at Liberty Street Advisors. They cover a broad range of topics including Kevin’s career, his most and least successful investments, avoiding ‘binary’ sectors and how he and the team source deals.