GAM Investments
@GAMinsights
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Market insights and corporate news from GAM. Tweets don’t constitute investment, legal, tax or other advice.
Joined January 2011
“Unless we see a global recession, commodity demand should remain resilient thanks to strong EM demand.” Galena Asset Management shares insights in GAM’s #Outlook2026 #BeyondCapitalPreservation. https://t.co/Q4r9fovQth Marketing Communication | Capital at Risk
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With improved fundamentals, central bank credibility and compelling real yields, #EmergingMarket debt offers an attractive alternative to fiscally strained developed markets. https://t.co/1ycGKoo8wY
#Investing #EMD #Bonds Marketing Communication | Capital at Risk
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“The rise of AI is front of mind for investors, while geopolitical shifts create opportunities in infrastructure and defence.” GAM’s Global Equity team shares insights in #Outlook2026 #BeyondCapitalPreservation. https://t.co/oxu0KxkVKG Marketing Communication | Capital at Risk
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“How to make money in a bear market? It might not be the question investors are asking, but it is the one they should be.” GAM’s CEO Albert Saporta shares his perspective in #Outlook2026 #BeyondCapitalPreservation
https://t.co/f8gxcawJDW Marketing Communication | Capital at Risk
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“One of the joys and drawbacks of investing in Europe is that it consists of over 40 different countries.” GAM’s European Equity team share their view in #Outlook2026 #BeyondCapitalPreservation. https://t.co/5hCt6m5Z5l Marketing Communication | Capital at Risk
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The EU's new Methane Regulations take aim at a potent but often overlooked greenhouse gas. Read Joel Gubb and David Barker’s take on the implications and opportunities. https://t.co/vDL1b74yvL Marketing Communication | Capital at Risk
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“Over nearly three decades, the cat bond market has demonstrated consistent performance through varying rate and loss environments.” GAM and Swiss Re share insights in GAM’s #Outlook2026 #BeyondCapitalPreservation
https://t.co/UipORVhMyL Marketing Communication | Capital at Risk
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“2025 marked the beginning of EM’s resurgence – but it was just the start.” GAM’s EM Equity team shares its bullish view for emerging markets in GAM’s #Outlook2026 #BeyondCapitalPreservation. https://t.co/hKYCloYjlg Marketing Communication | Capital at Risk
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“We remain firm believers in the case for structural engagement in equities over time.” Multi-Asset strategist Julian Howard shares perspectives in GAM’s #Outlook2026 #BeyondCapitalPreservation. https://t.co/5WlFlcluOs Marketing Communication | Capital at Risk
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“Our strategy is built around disciplined recycling of capital from successful investments into new undervalued opportunities”, writes the Arcus Investment team in GAM’s #Outlook2026 #BeyondCapitalPreservation. https://t.co/ESKUkP8ulI Marketing Communication | Capital at Risk
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China’s equity market is rebounding—MSCI China up 36% YTD (Oct). Jian Shi Cortesi highlights how low valuations, policy support and innovation drive opportunity despite tariff noise. https://t.co/3M08XzIr9U Marketing communication | Capital at risk
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“We see the European financial sector as one of the best opportunities within credit markets in 2026.” Romain Miginiac of Atlanticomnium shares his view in GAM’s #Outlook2026 #BeyondCapitalPreservation. https://t.co/r8e3D1FT3V Marketing Communication | Capital at Risk
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Ygal Sebban explains how policy support, attractive valuations and accelerating tech innovation are reshaping the outlook for Chinese equities. Read more: https://t.co/FrMxtvJOo8 Marketing Communication | Capital at Risk
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“Domestic policy settings have had a far greater impact for Asian equity performance than external factors like tariffs” writes Investment Director Jian Shi Cortesi in GAM’s #Outlook2026 #BeyondCapitalPreservation
https://t.co/uN6Dxf1Dju Marketing Communication | Capital at Risk
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Geopolitical shifts and volatility call for fresh thinking. Go #BeyondCapitalPreservation with active strategies to uncover opportunities and manage risk differently. Explore GAM’s #Outlook2026
https://t.co/N86qmTzKw2 Marketing Communication | Capital at Risk
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IT stocks have driven markets to dizzy heights, with AI a multi-industry gamechanger. But with doubts arising in the AI investment case, effective portfolio diversification is vital, says GAM’s Julian Howard. https://t.co/Gq6yNJct9c Marketing Communication | Capital at Risk
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In their latest blog, GAM’s #EuropeanEquity team offer their quirky take on how European companies can be winners at the 2026 FIFA World Cup. https://t.co/SMVsx8rIfL Marketing Communication | Capital at Risk
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The UK Autumn Budget finally passed on Wednesday, with predictable grimness. Despite the prospect of ongoing stagnation, Julian Howard sees some opportunities for investors. https://t.co/PsVZz6X2BQ
#Investing #MultiAsset #Budget Marketing Communication | Capital at Risk
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Tech valuations have soared, and AI is transforming many industries. But with cracks finally appearing in the AI investment story, effective portfolio diversifiers are essential, says Julian Howard. https://t.co/O3a2DKE4qZ
#MultiAsset Marketing Communication | Capital at Risk
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China is set to drive the next wave of EM growth, says Ygal Sebban, Investment Director at GAM Investments. Find out why: https://t.co/JfyK3YZQtJ Marketing Communication | Capital at Risk
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