Tim Love; Investment Director, Emerging Market Equity Paul McNamara; Investment Director, Emerging Market Debt
Financial journalist Cherry Raynard hosts an energetic panel featuring GAM Investments’ Tim Love and Paul McNamara. Their debate covers the following topics:
* EM equity is at its highest dispersion for ten years, how can investors stay on top?
* What are the bear traps to avoid in a maturing EM debt rally?
* Is EM downside risk now in line with (or perhaps even lower than) DM?
* Finally, Tim and Paul make the case for their asset class. Who comes out on top? You decide...
Tim Love; Investment Director, Emerging Market Equity strategies
Paul McNamara; Investment Director, Emerging Market Bond and Currency Long Only and Hedge Fund strategies
Cherry Raynard; Financial Journalist