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GAM's Active Thinking 25 October 2024

GAM Investments

Beyond the Obvious

发布日期: 2024年10月25日

Flavio Cereda, Investment Manager, Luxury Equities at GAM Investments, shares his latest insights on the luxury sector, following a 10-day visit to two major cities in China.

With global equities more than ever dominated by US stocks and US equities themselves increasingly skewed towards the tech sector, Niall Gallagher analyses the role European equities could play as portfolio diversifiers.

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

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GAM's Active Thinking 08 November 2024

2024年11月8日

A tale of two cities: Luxury market trends in Hong Kong and Shanghai

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