GAM Investments

Market insights and corporate news from GAM. Tweets don’t constitute investment, legal, tax or other advice.

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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 Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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 Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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

[GAM Investments @GAMinsights]

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!