GAM's expert thinking 02 September 2022

In the latest edition of The Disruptive Strategist, members of GAM Investments’ Global Equities team cover topics including Q2 in numbers, digitisation as a deflationary force, the role of technology in the future of food, the increasing role played by digital twins, the proliferation of ‘Web 3’, and stock-based compensation.

Over the last decade, we have seen an increase in the use of digital twin technologies. GAM Investments’ David Goodman considers how ‘digital twins’ can fundamentally change industries by creating living digital simulation models that update and change alongside their physical counterparts.

GAM Investments’ Kevin Kruczynski explores how companies and organisations are increasingly embracing digitisation and the benefits it can offer, particularly in an inflationary environment...

A quarter of global emissions are connected to food and a third of food that is created goes to waste. Both these facts are driving the need for change on a huge scale. GAM Investments’ Mark Hawtin considers the future of food and explains why it looks set to be one of the most exciting prospects for the next 10-15 years.

Gaining traction in the mid-1970s, stock-based compensation was once seen as the golden egg waiting to vest. GAM Investments’ Pieran Maru discusses why there is greater caution around stock-based compensation today and examines some of the challenges associated with it.

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