Live Video - Debating EM: Equity v Debt - Where should you be allocating?

Presented by

Tim Love; Investment Director, Emerging Market Equity Paul McNamara; Investment Director, Emerging Market Debt

About this talk

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... Panellists: Tim Love; Investment Director, Emerging Market Equity strategies Paul McNamara; Investment Director, Emerging Market Bond and Currency Long Only and Hedge Fund strategies Moderated by: Cherry Raynard; Financial Journalist

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