Paul Markham and his GAM Global Equities team share their latest views

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients.

In this edition, GAM’s Paul Markham, Investment Director, Global Equities, explains how he and his team look to apply the active management advantage to the worldwide stock universe.

"Disruption spans across all industries," says Paul Markham, Investment Director, Global Equities, citing SharkNinja's case study to illustrate his strategy.

Paul Markham, Investment Director, Global Equities emphasises the importance of active management amid ongoing shifts across industries.

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