GAM Investments @GAMinsights
Market insights and corporate news from GAM. Tweets don’t constitute investment, legal, tax or other advice. gam.com Joined January 2011-
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Europe’s energy independence push and rising AI-driven power demand are turning energy infrastructure into a multi-decade investment opportunity, says GAM’s European Equity team. ow.ly/Igv450WP26R #EnergyTransition #AI Marketing Communication | Capital at Risk
Is #Korea the next #Japan? Randel Freeman, Co-Head of GAM #Alternatives, sees Korea as a top pick for event-driven and deep value investors, echoing Japan’s shift a decade ago. ow.ly/myt350WM5Ku Marketing Communication | Capital at Risk
Ygal Sebban, GAM’s Investment Director for Emerging Markets Equities, shares five reasons he remains bullish on EMs: ow.ly/WKLt50WHq4N 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. ow.ly/vMgq50WCTIx 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. ow.ly/JpU250WxTzr 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". 👇 ow.ly/B52s50WwBxW #Investing #MultiAsset #USD #LiberationDay Marketing Communication | Capital at Risk
GAM Strengthens European Presence with Appointment of Karim Carmoun to Lead France, Benelux and Monaco. ow.ly/m6Le50Wt595 #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. ow.ly/nNaY50Wr2oG 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. ow.ly/hGqh50WoakO #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. ow.ly/69pK50Wn6at #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. ow.ly/poGu50WkVCm #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. ow.ly/Pyyf50Wifxl 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. ow.ly/K13a50Wfu4s 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: ow.ly/GTOb50WffIK 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. ow.ly/cgJI50Wfnze #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. ow.ly/IclG50WewyL #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. ow.ly/FIOp50WbqSk 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: ow.ly/jN3J50WaByF Marketing Communication | Capital at Risk
How are #luxury brands navigating global shifts? #Insights from GAM Investments’ Flavio Cereda 🔗 ow.ly/TzQA50Wa2xn 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. ow.ly/yC3e50W8eL0 Marketing Communication | Capital at Risk #Europe #Equities #Germany
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