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Articles
- Make Europe (slightly) Great Again
- Opportunities in private markets
- Why we are positive on growth in China
- Active Thinking: AI's Android Moment
- European Banks 2024 Q4 Earnings - Cashing in after a strong year
- Diversification in the era of Trump
- Active Thinking: Why China shouldn’t fear another trade war
- Active Thinking: Swiss precision, global vision
- American Moment - can US stocks keep powering on from here?
- The American Stream: Investing globally in a US-dominated stock universe
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Navigating volatility: Outlook 2025
Active returns through specialist and alternative investing
Find out moreCatastrophe Bonds: Diversification when you need it
The catastrophe (cat) bond space is seeing unprecedented demand for capital.
Find out moreOur Thinking
Investment Opinions
Opportunities in private markets
20 March 2025
Steven Williams, Head of UK Distribution at GAM Investments, discusses opportunities in private markets with Kevin Moss, Managing Director at Liberty Street Advisors. They cover a broad range of topics including Kevin’s career, his most and least successful investments, avoiding ‘binary’ sectors and how he and the team source deals.
Investment Opinions
Why we are positive on growth in China
12 March 2025
Steven Williams, Head of UK Distribution, talks to Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, on the opportunities she sees in Chinese companies, which segments of the market she thinks could benefit from Chinese government policy and the potential of artificial intelligence (AI), and how simplicity in investing can be effective.
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