Active Thinking: Why China shouldn’t fear another trade war
18 February 2025
GAM Investments’ Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, discusses the likely impact of a US trade war on China’s exports and equity market.
Multi Asset Blog
3 min watch
US inflation hits 3%, a full 1% above target
13 February 2025
Sticky inflation could put Fed Chair Powell on collision course with President Trump, testing Fed’s independence.
Active Thinking
8 min read
Active Thinking: Swiss precision, global vision
06 February 2025
Thomas Funk, Investment Director, Switzerland Equities, discusses how Swiss companies can achieve international growth and profit potential.
Multi Asset Blog
3 min watch
Lunar New Year: China’s consumers splash out
05 February 2025
But beyond the Lunar New Year spending flurry there’s still little reason to be ‘over the moon’ about China’s economic outlook.
Multi Asset Blog
4 min watch
Fed holds interest rates, risking ire of President Trump
30 January 2025
Amid a spate of potentially inflationary Trump policies, Fed resists pressure to cut rates, drops reference to inflation steadily coming down.