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Less than a week before Donald Trump’s inauguration, today’s data showed annual inflation rising for the third consecutive month in December.
Multi-Asset Blog
3 min watch
UK on precipice of economic crisis
10 January 2025
Surging gilt yields heap pressure on Chancellor Rachel Reeves, raising the prospect of further tax rises or spending cuts.
Investment Opinions
12 min read
Q4 Multi asset perspectives: American era
07 January 2024
Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how we are in the midst of a new American era, defined by a strong economy privileged by its relative isolation and a stock market uniquely placed to benefit. Investors will, however, need to be aware of risks around inflation and over-valuation.
Commentary