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Publications

Our investment publications

Please select among the following documents for our latest views and reports.


GAMA Investment Strategy

Monthly publication

Our global investment views on fixed income allocation, rates, credit and currencies.


Investment Strategy Summary

Monthly publication

Summary in a few slides of our global investment views.


GAMA Funds Report

Monthly publication

Information about our funds’ performance and exposures, as well as our investment process.


TAA Cockpit

Monthly publication

Review of asset returns, quantitative signals, correlation analysis, macroeconomic indicators and other key charts.


Strategic Asset Allocation

December 2024

GAMA Strategic Asset Allocation Review


Fixed Income Focus

December 2024

The Case for Active Bond Management: Numbers speak louder than words


Fixed Income Focus

April 2025

Negative yield spectrum in Switzerland ? Which fixed income opportunities for a CHF-Based Investors