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GAM is a global asset management firm. We operate in 14 countries and collectively manage CHF 64.9 billion in assets for our clients (as at 30 September 2023).

Catastrophe Bonds: Diversification when you need it

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

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Our Thinking

Active Thinking
Active Thinking: China – the simmering transformation
21 August 2024

GAM Investments’ Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, discusses the simmering transformation of China's economy. She analyses China's pivot to digital and green growth, exemplified by BYD's innovative impact in the electric vehicle sector.

Multi-Asset Blog
US inflation falls by more than expected
14 August 2024

Markets now pricing in a full 1% of cuts in US rates by the end of this year.

Investment Opinions
SharkNinja: Disruption with chips
14 August 2024

"Disruption spans across all industries," says Paul Markham, Investment Director, Global Equities, citing SharkNinja's case study to illustrate his strategy.

Investment Opinions
An active approach to global equities is key
08 August 2024

Paul Markham, Investment Director, Global Equities emphasises the importance of active management amid ongoing shifts across industries.

Investment Opinions
Hey Shrewd – Why US Equity Portfolios Should Emulate The Beatles
05 August 2024

With megacaps dominating during the rally, Julian Howard argues that overlooked US mid-cap stocks now offer compelling fundamentals, including valuations and the sector make-up amid a booming US economy. Technology still has its place, but investors could benefit from a broader US equity mix.

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