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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

Investment Blog
US PCE inflation cools as expected
28 June 2024

But firm spending on goods like software and autos raises doubts that the inflation battle has yet been won.

Active Thinking
Active Thinking: Capitalising on extension risk in AT1 bonds
27 June 2024

Atlanticomnium’s Gregoire Mivelaz and Romain Miginiac provide insights into how they manage extension risk and its potential impact on AT1 bond performance.

Investment Opinions
The Private Innovation Economy
25 June 2024

Given the shift of capital from public to private markets, and the trend of high-growth companies staying private longer, Liberty Street Advisors’ Christian Munafo explains how investors can tap into these dynamic, innovative and revenue-rich late-stage US businesses during their most exciting development phases.

Investment Blog
UK interest rates left unchanged at 5.25%
20 June 2024

Path set for August easing but market concerns over Labour government spending may pressure sterling and ‘import’ inflation

Investment Opinions
Don’t overthink the US election
19 June 2024

Five months ahead of the US election, the socio-political discourse has rarely been more fraught. For investors, the connection between politics and markets is natural, but evidence points to markets continuing to be largely agnostic.

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