GAM's latest insights 24 June 2022

? The coincident crises of the pandemic and the war in Ukraine will act as catalysts for structural change in the investment environment.?

? The pandemic has given us clarity, while the war in Ukraine has destroyed many of the previous certainties of the post-Cold War era. Many of the structural themes we have grown used to over the past four decades are set to change, and in our view, it is imperative that investors reset their thinking in order to benefit.?

? This article introduces 10 key themes (outlined below) for which David Dowsett, Global Head of Investments, expects a material ‘before and after’ the 2020-22 crisis period, which will be followed up in greater detail in forthcoming articles.?

At GAM Investments’ latest Active Thinking forum, David Dowsett shares his views on the outlook for markets over the summer while Christian Munafo, Chief Investment Officer at Liberty Street Advisors, discusses the growth of private markets and the reasons why some companies are staying private for longer.?

UK inflation which – while coming in at a widely expected 9.1% for the month of May year-on-year – continues to tick higher. Expectations of not being near the peak seem fairly obvious, particularly due to the continuing energy price pressures exacting their toll as we move towards the second half of the year...

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