GAM Investments

Continental Shift: with global equity indices now dominated by US stocks, and the US market heavily skewed towards IT megacaps, Niall Gallagher believes that European equities could play an important role as portfolio diversifiers. You can read the article by clicking the link in the comments. #GAMEuropeanEquities #Investing #EuropeanEquities #Diversification #USequities Marketing Communication | Capital at Risk

Welcome to this week’s round up of our Active Thinking:   🛫🌆 A tale of two cities: Luxury market trends in Hong Kong and Shanghai – Flavio Cereda   🍎🚘💻 Smart diversification: European equities’ role as portfolio de-concentrators – Niall Gallagher   #assetmanagement #investmentinsights #GAMNewsletter

China's luxury market is growing rapidly, expected to account for 35-40% of global luxury consumption by 2030 (Source: Bain & Co.). In September, Flavio Cereda, Investment Manager at GAM Investments, spent 10 days in China meeting with luxury companies. He shares insights from visits to Hong Kong and Shanghai in his latest article. You can read the article by clicking the link in the comments. #Luxury #China #HongKong #Shanghai Marketing Communication | Capital at Risk

Continental Shift: with global equity indices now dominated by US stocks, and the US market heavily skewed towards IT megacaps, Niall Gallagher believes that European equities could play an important role as portfolio diversifiers. Read more here: https://ow.ly/J2Za50TSELv #GAMEuropeanEquities #Investing #EuropeanEquities #Diversification #USequities For professional investors only. Capital at risk.

Welcome to this week’s Insight in Focus:   As the global economy normalises post-pandemic, Japanese companies are poised to capitalise on emerging growth opportunities. The Japan Equities team at GAM Investments highlights the shift in earnings momentum towards quality growth companies, particularly in industrials and healthcare. This presents a crucial juncture for investors to reassess portfolios and identify sectors best positioned for future earnings growth.   #JapanEquities   Marketing Communication | Capital at Risk

GAM opens Miami Office and strengthens client team We are excited to announce the opening of our second US office in Miami to meet growing international client demand. Alejandro Moreno will head the new office, leading the development of GAM’s Investment Business in partnership with international financial institutions based in Miami. We also welcome Charissa Pal as a business development manager in the Miami office. A local office in Miami enables GAM to be closer to its expanding client base and meet increasing demand, with the goal of delivering exceptional service and supporting both the US and Latin American markets. This effort is coordinated with our New York office and other representations in Montevideo and Santiago de Chile. Rossen Djounov, Global Head of Client Solutions, said, "The opening of our office in Miami reflects our long-term commitment to our clients. Miami is a strategic location for us, as it allows us to be closer to our clients and provide them with tailored solutions and excellent service. We have a strong and experienced team in place, led by Alejandro, who has been instrumental in growing our US International business. We are also excited to welcome Charissa, who brings a wealth of expertise and knowledge to our team. We believe our unique investment offering, combined with our local presence and global reach, will enable us to deliver value and performance to our clients." Read more here: https://ow.ly/yVIC50TSqBg

Second double win in a row for GAM at the 2024 Citywire Investment Performance Awards. 1. 🏙Best Large Firm – GAM Investments 2. 📊 Cautious Portfolio Award - GAM Flexible Global Strategy The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period. Julian Howard, GAM’s Chief Multi-Asset Strategist said, ‘We are delighted to have received these two awards for the second year running. They are a serious and credible recognition of investment performance, independently assessed by Asset Risk Consultants (ARC), and reflect our unique approach of aggressive transparency and simplification in the way that we construct multi-asset portfolios for our clients.” 🏆 🏆 Congratulations to Julian, Andrea Quapp and the GAM Investment Solutions (GIS) group for winning the awards and to the Wealth and Distribution teams who look after the clients invested in these strategies. GAM Investments is a global asset management firm providing excellent client service and access to great investment talent across Equities, Fixed Income, Multi-Asset and Alternative Investments. GAM’s investment performance is strong, with 79% and 88% of GAM’s invested assets under management beating their benchmark over three-year and five-year periods, respectively, as at 30 June 2024. Full details of these awards and the independent methodology used are available via the Citywire Wealth Manager website https://ow.ly/pUac50TRvtb Marketing Communication | Capital at Risk #MultiAsset #Investing #WealthManagement

China's luxury market is growing rapidly, expected to account for 35-40% of global luxury consumption by 2030 (Source: Bain & Co.). In September, Flavio Cereda, Investment Manager at GAM Investments, spent 10 days in China meeting with luxury companies. He shares insights from visits to Hong Kong and Shanghai in his latest article. Read more here: https://ow.ly/ykeA50TQUB9 #Luxury #China #HongKong #Shanghai Marketing Communication | Capital at Risk

Welcome to this week's newsletter - a Global Equities special:   🛸 Hyper Active: Focusing on innovators and disruptors across the global stock universe – Paul Markham   🦈🐱👤🍟 SharkNinja: Disruption with chips – Paul Markham   🌍🔑 An active approach to global equities is key – Paul Markham   #assetmanagement #investmentinsights #GAMNewsletter

Welcome to this week’s Insight in Focus: “Putting active management to work for our clients across a global stock opportunity set.” As part of our Hyper Active series, Paul Markham, Investment Director, explains how he and his GAM Global Equities team look to apply the active management advantage to the worldwide stock universe, capitalising on themes such as innovation and disruption across industries. #AssetManagement #ActiveManagment #Investing #HyperActive #GlobalEquities For professional investors only. Capital at risk.