Ygal Sebban, GAM’s Investment Director for Emerging Markets Equities, shares five reasons he remains bullish on EMs: Marketing Communication | Capital at Risk

#EuropeanEquities view: Pricing fatigue is spreading. Staples like #Nestlé face volume declines, and #B2B sectors show strain. Yet #pricing power persists in #aerospace and electrification equipment. Marketing Communication | Capital at Risk

Kevin Moss of Liberty Street Advisors, manager of GAM’s Private Shares strategy, explains why #PrivateEquity is no longer niche—it’s a necessity. Marketing Communication | Capital at Risk

USD weakness is chipping away at non-US investors’ global equity returns. With USD down c 7% vs GBP YTD, Julian Howard analyses what’s driving "dollar downer". 👇. #Investing #MultiAsset #USD #LiberationDay. Marketing Communication | Capital at Risk

GAM Strengthens European Presence with Appointment of Karim Carmoun to Lead France, Benelux and Monaco. #France #Appointment #AssetManagement #Investing

📽️ Global equities & the evolving world order: Paul Markham, Head of Global Equities at GAM, joins Steven Williams to explore shifting market dynamics. Marketing Communication | Capital at Risk

Amid turbulent geopolitics and US trade policy, GAM’s Tom Mansley explains why he believes seasoned Residential Mortgage-Backed Securities (RMBS) could be a “sweet spot” for investors. #Investing #RMBS #tariffs. Marketing Communication | Capital at Risk

Global equities bounced back strongly from Liberation Day losses in Q2. But with tariff worries lingering, is the calm sustainable? Julian Howard shares his thoughts. #MultiAsset #Tariffs #Diversification. Marketing Communication | Capital at Risk

#Emergingmarket equities offer compelling opportunities, but also demand selectivity and active management, says Ygal Sebban, Investment Director, Emerging Markets #Equities. #Investing #AssetManagement. Marketing Communication | Capital at Risk

Europe’s #aerospace leadership was on full display at the 2025 #ParisAirshow. Read GAM Investment's take on #Airbus’ scope to ramp up production and the opportunities presented by soaring #Defence budgets. Marketing Communication | Capital at Risk

Global long-dated #bond #yields are rising, raising #capital costs across the board. Julian Howard from GAM’s Multi-Asset team breaks down the #market impact and why #diversification still matters. Marketing Communication | Capital at Risk

#EmergingMarket equities are outperforming #US markets YTD (as of 30 May 2025). #Investment Director Ygal Sebban highlights where he sees the strongest opportunities. 🔗 Read: Marketing Communication | Capital at Risk

GAM Investments is pleased to announce the appointment of Francesca Contini as Client Manager in its UK Wholesale Distribution team. #UK #Appointment #AssetManagement #Investing

The 2025 Paris Airshow showcased Europe’s aerospace leadership. Read GAM’s take on Airbus’ supply chain recovery and long-term growth in Europe’s defence spending. #Aerospace #Investing #ParisAirshow #Europe. Marketing Communication | Capital at Risk

GAM Investments’ #European #Equities team notes Germany is finally releasing its debt brake; the resulting reversal in economic stagnation and underinvestment could signal a generational opportunity for Europe. Marketing Communication | Capital at Risk

Julian Howard of GAM Investments explores inflation, #FiscalPolicy, and the “TACO” theory ( #Trump Always Chickens Out) in “A Big, Beautiful Burden”. 🔗 Read more: Marketing Communication | Capital at Risk

How are #luxury brands navigating global shifts? #Insights from GAM Investments’ Flavio Cereda 🔗 Marketing Communication | Capital at Risk

GAM Investments’ European Equities team highlight Germany’s renaissance as its structural investment wave changes the landscape of opportunities for Europe. Marketing Communication | Capital at Risk. #Europe #Equities #Germany

#Luxury #equities face pressure from #US #trade shifts, but Flavio Cereda of GAM Investments sees selective strength ahead. Read his latest take in “The great rotation in luxury markets”. Marketing Communication | Capital at Risk

🎉 GAM ernennt Mirko Ranno zum Head of Germany and Austria Distribution. Willkommen in der neuen Rolle, Mirko – let’s shape the future together!. #Leadership #Germany #Austria #AssetManagement. Marketing Communication | Capital at Risk