The looming SpaceX IPO has fuelled investors’ interest in space equities. Yet, as GAM’s David Barker notes, European leaders in launch, satellite and semiconductor tech often trade at discounts to their US peers.
https://t.co/OXDo6PraRr
Marketing Communication | Capital at Risk
SpaceX’s IPO filing may mark an astonishing moment for markets.
With companies staying private for longer, much of today’s value creation is happening before listing. What does this mean for investors?
https://t.co/nj7dNYHTXG
Marketing Communication | Capital at Risk
UK voters cast their vote. Markets passed their verdict: higher gilt yields and weaker sentiment.
Julian Howard assesses the UK’s political and economic challenges. Then makes a pragmatic case for UK exposure.
https://t.co/h94rJMDI9B
Marketing Communication | Capital at Risk
The Iran war defied the classic ‘equities down, bonds up’ market reaction. Julian Howard examines why US stocks bounced back while bond markets struggled.
https://t.co/4QZgQwJJrm
#Investing#MultiAsset#Diversification
Marketing Communication | Capital at Risk
Looming Gulf conflict triggered hedge fund de-grossing, but markets soon rebuilt leadership in AI, semis and energy capex. Read where GAM’s #EuropeanEquity team see opportunities.
https://t.co/3QdnqDCANG
Marketing Communication | Capital at Risk
Over Q1, headlines were dominated by geopolitics, inflation anxiety and big calls on AI and growth.
Read Julian Howard's Multi Asset Perspectives: https://t.co/yliIozCF6t
Marketing Communication | Capital at Risk
GAM’s #EuropeanEquity team discuss opportunities in oilfield services, and how new thematic baskets - some including renewables and fossil fuels as unlikely bedfellows - can play a role in risk management.
https://t.co/FIdYZAgnkl
Marketing Communication | Capital at Risk
India faces higher energy costs from Middle East tensions. Our #EmergingMarketsEquity team sees strong long‑term fundamentals, but cautions on near‑term valuations, with selective opportunities.
https://t.co/7AGPn0sHiI
Marketing Communication | Capital at Risk
Middle East tensions, high-profile defaults in private credit and broader macro uncertainty have fuelled investor concerns about the potential impact on the European banking sector.
https://t.co/vkzMYPnRyX
Marketing Communication | Capital at Risk
Julian Howard, Chief Multi Asset Investment Strategist at GAM, reflects on how geopolitics and energy prices shaped market behaviour in Q1.
https://t.co/omQoo86Q5O
Marketing Communication | Capital at Risk
India, a major energy importer, feels the impact of the Middle East conflict. Long‑term prospects stay strong, but high valuations and limited AI exposure call for near‑term caution, say Ygal Sebban and Meera Patel https://t.co/FzbWRRqtIO
Marketing Communication | Capital at Risk
In their latest Blog, GAM’s #EuropeanEquity team explore what the humanoid revolution could mean for investors - from industrial automation and supply chains to Europe’s semiconductor and tech ecosystem.
https://t.co/EfEyJ51YPT
Marketing Communication | Capital at Risk
What could the Middle Eastern conflict mean for oilfield services?
GAM’s European Equities team explores how geopolitical shocks may actually strengthen the case for long duration energy infrastructure.
https://t.co/6Cb7fG67ql
Marketing Communication | Capital at Risk
Swiss Equities Investment Director Thomas Funk explains why emergency driven tariffs no longer hold and how a return to established procedures could bring greater clarity and renewed corporate confidence.
https://t.co/zBjQMhcEnE
Marketing Communication | Capital at Risk
AI powered 2025’s stock market gains, and the transformational possibilities in some industries remain huge. But with take-up slow elsewhere, what if AI’s promise takes far longer to deliver?
https://t.co/MYK7o2NuiR
#MultiAsset#AI
Marketing Communication | Capital at Risk
C-3PO 2.0?
As we enter the AI humanoid era, GAM’s #EuropeanEquity team analyse the implications, applications and opportunities across Europe’s semiconductor and industrial technology base.
https://t.co/NNCzL2Lvk2
Marketing Communication | Capital at Risk
AI drove robust 2025 equity gains. But with take-up patchy and valuations stretched, Julian Howard asks, “What if AI doesn’t work out?”, favouring diversified exposure across themes.
https://t.co/y1LbACE3Vg
Marketing Communication | Capital at Risk
GAM x Swiss Re | ILS Investing Summit – 13 May 2026, London
Join us for a half‑day, in‑person event for investors and risk experts exploring the latest in insurance‑linked securities (ILS).
https://t.co/dukts5nzuE
Marketing Communication | Capital at risk
While conversations around AI often centre on the US, some of the most critical technological advances enabling the AI boom are emerging from Asia.
Read the full insight from Rob Mumford and Ygal Sebban. https://t.co/uq48nyWYgG
Marketing Communication | Capital at Risk
Happy Lunar New Year! 🧧
Wishing our colleagues, clients, and partners a prosperous Year of the Horse 🐎 filled with energy, progress, and success. Thank you for your continued support. We look forward to an exciting year ahead!