GAM

As the amount of capital available to them soars and equity markets grow more volatile, companies increasingly don’t want to go public – and don’t need to. The number of publicly-listed companies on US exchanges has roughly halved from 8000 to 4000 in the last 20 years, according to Liberty Street Advisors. And while part…

Emerging markets have languished for years despite their explosive economic growth. But the new inflationary epoch – and a burgeoning focus on ESG – might turn all that around. Emerging markets can be a tough game. A decade of lackluster performance compared to their developed market counterparts has culminated in massive regulatory upheaval in China,…

The companies that will survive the tectonic shift to net zero will be the ones that innovate and engage, according to GAM. “What we’re going into is a scenario where those companies that are going to survive and thrive are those that recognise net zero as the North Star and look at their strategy around…