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

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: Fundamentals for European banks have never been stronger
20 November 2024

Atlanticomnium’s Romain Miginiac discusses the strong fundamentals of European banks and his latest perspective on the pricing of extension risk.

Multi-Asset Blog
UK inflation jumps to six-month high
20 November 2024

Above-target 2.3% largely attributed to move in energy price cap, although further “one-offs” could be awkward for policymakers’ easing narrative.

Multi-Asset Blog
US inflation takes upward turn in October
13 November 2024

Headline inflation rises for the first time in seven months, lifted by housing costs, while core inflation holds well above Fed’s official target.

Active Thinking
Active Thinking: Who is buying luxury?
13 November 2024

Flavio Cereda, Investment Manager, Luxury Equities, discusses the market segmentation of the luxury sector and explains why he prioritises growth over value.

Investment Opinions
China’s next leap forward?
12 November 2024

China’s stock markets have surged since September’s stimulus announcement. Valuations, combined with more optimism, could yet support the rally. But the lack of bold reforms thus far suggests that waiting before significantly committing could be the best approach for investors.

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