GAM Investments

Welcome to this week’s Insight in Focus: “Diversification in the era of Trump.” In some ways, it feels a while ago now, but US equities posted stellar gains in 2024. Now, with the Trump 2.0 era off to an unnerving start, investors need to be talking about diversification. And with traditional diversifiers like US Treasury bonds showing an unwelcome correlation to equities, it’s time to think about alternatives, says Julian Howard, Chief Multi-Asset Investment Strategist at GAM Investments. #AssetManagement #Investing #MultiAsset #USeconomy #Diversification #Alternatives Marketing Communication | Capital at Risk

Opportunities in private markets: Steven A T Williams, Head of UK Distribution at GAM Investments, interviews Kevin Moss, Managing Director at Liberty Street Advisors, to find out about GAM’s Private Shares strategy, Kevin’s career in private market investing, his belief that technologies now transcend all sectors, and how he and the team aim to source deals. Read more here: https://ow.ly/tozL50VljZT Marketing Communication | Capital at Risk #AssetManagement #Investing #PrivateShares #Venture Capital

GAM Investments has been a proud participant in the 10,000 Black Interns programme based on our belief in creating opportunities that build a stronger, more inclusive workforce. This year, the programme is working to create 3,500 internships to hit its milestone of 10,000 by summer 2025 – and once again we’re very happy to play a part. #10000BlackInterns #Diversity

Video: Watch GAM Investments’ Steven A T Williams and Jian Shi Cortesi, CFA discuss why Jian is positive on growth in China and the potential of artificial intelligence for certain segments of the market. She is also a strong advocate of simplicity in investing. Read more and watch the full interview here: https://ow.ly/aeK550VgL1G Marketing Communication | Capital at Risk #AssetManagement #Investing #China #Equities #AI

Driven by AI, we are now living through the fourth Industrial Revolution. 🤖 And it’s happening right before our eyes, transforming entire industries, at a pace that even tech geeks could never have imagined. How can investors benefit from the warp-speed transformative power of AI? GAM Investments’ Josh Sambrook-Smith and Wendy ZhiYi Chen analyse the drivers behind the AI revolution, including: 🌐 Why demand for custom chips is booming, and which companies are best-placed to capitalise 💡 Advances in transistor architecture and how advanced packaging gives producers an edge 👨⚕️ 👨🌾 How AI is upending the media sector, and how healthcare and agriculture could be next 🌟Beyond raw processing power – the emergence of new, low-cost AI models like DeepSeek 🚀How a new Android-like open-source ecosystem can democratise AI, and propel uptake to new levels Read the full article here: https://ow.ly/jBBB50Vgly6 #AssetManagement #Investing #ActiveThinking #Equities #AI #IndustrialRevolution4.0 #DeepSeek Marketing Communication | Capital at Risk

GAM wins PAM Award 2025 Winner: Investment Performance – Growth Portfolios GAM Wealth Management wins 2025 PAM Award for Segregated GAM Diversified Growth portfolio. GAM was also shortlisted for its Segregated Balanced portfolio. The PAM Awards are independently assessed and awarded for consistency of both investment performance and client service levels. #PAMAwards2025 #WealthManagement Marketing Communication | Capital at Risk https://lnkd.in/ezYAgz2p

Welcome to this week’s round up of our Active Thinking: 🤖🌟 Active Thinking: AI’s Android Moment – Josh Sambrook-Smith, Wendy Chen 🪁📽 Why we are positive on growth in China – Jian Shi Cortesi 😉 US equities flirt with correction territory – Julian Howard #assetmanagement #investmentinsights #GAMNewsletter

Welcome to this week’s Insight in Focus:   “Managing risk and capitalising on market inefficiencies in credit portfolios.”   In the latest edition of our Hyper Active series, Romain Miginiac, Fund Manager and Head of Research at Atlanticomnium, explains how he and his colleagues look to apply the active management advantage in running fixed income portfolios.   Among other things, Romain describes how active management enables his team to take advantage of extension risk in a way that passive portfolio managers cannot.   #AssetManagement #ActiveManagment #Investing #HyperActive #FixedIncome   Marketing Communication | Capital at Risk

China is increasingly making the headlines with companies innovating in artificial intelligence (AI) technology. Steven A T Williams, Head of UK Distribution at GAM Investments, talks to Jian Shi Cortesi, CFA, Investment Director, Asia/China Growth Equities, about the many opportunities she sees in Chinese companies and the potential of AI for investors. Read more and watch the interview here: https://lnkd.in/efsS5JrV Marketing Communication | Capital at Risk #AssetManagement #Investing #China #Equities #AI

Navigating Volatility Paul Markham, Investment Director, Global Equities at GAM Investments, shares his investment outlook for 2025 and beyond. • Political shocks could lead to excellent opportunities to increase exposure to equity markets • Volatility can be the friend of the active investor in a way it rarely can to the passive participant • We are pragmatic in our approach to security selection Read more here: https://ow.ly/W9eb50UsF8Y Marketing Communication | Capital at Risk #InvestmentOutlook #Outlook2025 #Global #Equities