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beyond the obvious

Our Thinking

At GAM Investments we believe our job is to not only help clients achieve their investment goals, but to have a better understanding of the investment environment. As we attempt to meet these aims, we are constantly challenging ourselves to dig deeper and seek new ideas to make a difference and consider how best to communicate them.

Investment Opinions
Big is still beautiful
15 May 2024

Larger US companies continue to dramatically outperform their smaller peers, with the credit environment acting as a tailwind for the biggest US companies. The combination of high interest rates and huge cash reserves is also a fillip for corporate titans.

Charles Hepworth Blog
US inflation eases slightly from a six-month high
15 May 2024

Both headline and core inflation remain above the Fed’s target, although retail sales were flat.

Our Thinking
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Success comes from thinking differently, attracting and retaining the best people.

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We aim to be responsible and diligent investors, on behalf of our clients and our stakeholders

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