GAM's Active Thinking 06 December 2024

Trading and investing around political events is always fraught with risk. US election implications are worth considering but not obsessing over, whereas a continued focus on economic and corporate fundamentals is vital. Julian Howard, GAM Investments’ Chief Multi-Asset Investment Strategist, urges investors to consider, rather than obsess over, the implication of the US election result, and instead focus on the US’s positive economic and corporate fundamentals.

Coming soon - Outlook 2025: Navigating volatility

Active returns through specialist and alternative investing

In our Outlook for 2025, which we’ve titled ‘Navigating Volatility’, you can read the views of our investment teams across our core capabilities of Active Equities, Specialist Fixed Income, Alternatives and Multi-Asset Solutions, as well as how we are optimising, fully embedding and scaling our Sustainability and Responsible Investing framework.

For more expert insights visit our website gam.com/our-thinking.l