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GAM is a global asset management firm. GAM’s purpose is to protect and enhance our clients’ financial future.

Navigating volatility: Outlook 2025

Active returns through specialist and alternative investing

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Catastrophe Bonds: Diversification when you need it

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

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Our Thinking

Multi-Asset Blog
Fed cuts US rates for third successive time
18 December 2024

But with inflation and the jobs market resilient, Fed points to 50 bps of cuts for 2025, compared to 100 bps flagged in Q3.

Multi-Asset Blog
ECB cuts interest rates again
13 December 2024

The eurozone’s fourth cut of 2024 comes against the backdrop of a potential ‘Perfect Storm’ of political instability and economic woes.

Outlook 2025
Adding fuel to the rebound
December 2024

GLOBAL MACRO: “If credit conditions ease, this will boost demand and support a recovery.”

Outlook 2025
Upside potential in long-term trends
December 2024

ASIA & CHINA EQUITIES: “Chinese stocks currently offer a rare opportunity for investors.”

Outlook 2025
Many positive factors favouring EM equities
December 2024

EMERGING MARKET EQUITIES: “We see many positive factors favouring emerging market equities.”

Contacts

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