GIB ASSET MANAGEMENT

Established in 1975, GIB Asset Management is a focused asset manager delivering high-conviction, actively managed equity and fixed income strategies in markets where active management works best.
Our strength lies in deploying talent with strong processes into under-researched, hard-to-navigate areas and unlocking value through deep fundamental research and direct company engagement.

Backed by robust institutional infrastructure and a reinvigorated culture, we provide global investors with a differentiated path to consistent alpha generation.

GIB ASSET MANAGEMENT articles / content

From adored to ignored: what’s next for India?

GIB ASSET MANAGEMENT

From adored to ignored: what’s next for India?

Recent rotations have shifted focus toward North Asia, yet India’s long-term fundamentals remain robust and compelling. Earnings growth is projected...

The second act of Emerging Markets

GIB ASSET MANAGEMENT

The second act of Emerging Markets

After a strong rebound in early 2025, markets are entering a phase where fundamentals take centre stage. Earnings strength, visibility,...

Here be dragons: The future AI gatekeepers hidden among Asian mid-caps

GIB ASSET MANAGEMENT

Here be dragons: The future AI gatekeepers hidden among Asian mid-caps

The AI boom has reshaped global equity markets, but investor attention remains narrowly focused on a handful of mega cap...

China: Avoid outsourcing conviction to headlines

GIB ASSET MANAGEMENT

China: Avoid outsourcing conviction to headlines

China’s market is often misunderstood. Investors who look past headlines and focus on fundamentals may uncover compelling long-term value

The state of play for banking climate targets in 2025

GIB ASSET MANAGEMENT

The state of play for banking climate targets in 2025

As banks adjust their climate targets in response to changing political and market dynamics, this piece explores why some are...

Don’t look back in anger: the recovery and rise of Emerging Markets

GIB ASSET MANAGEMENT

Don’t look back in anger: the recovery and rise of Emerging Markets

Emerging Markets are capturing renewed investor attention, outperforming U.S. equities as improved governance, fiscal reform, and a weaker dollar reshape...

Climate and asset risk in the financial sector

GIB ASSET MANAGEMENT

Climate and asset risk in the financial sector

There appears to be a creeping sense of fatigue in the business community around the threat of climate risk. These...

Emerging Markets in 2025: What consensus might have got wrong?

GIB ASSET MANAGEMENT

Emerging Markets in 2025: What consensus might have got wrong?

While we have often remarked that the asset class is the realm of optimists, the last decade has been challenging...

The importance of benchmark selection in Fixed Income portfolios

GIB ASSET MANAGEMENT

The importance of benchmark selection in Fixed Income portfolios

The evolution of Equity and Fixed Income indices has followed distinct trajectories, reflecting the unique characteristics of each asset class