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

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
Recorded Mar 15 2018 36 mins
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Presented by
Tim Love; Investment Director, Emerging Market Equity Paul McNamara; Investment Director, Emerging Market Debt
Presentation preview: Live Video - Debating EM: Equity v Debt - Where should you be allocating?
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  • Title: Live Video - Debating EM: Equity v Debt - Where should you be allocating?
  • Live at: Mar 15 2018 11:00 am
  • Presented by: Tim Love; Investment Director, Emerging Market Equity Paul McNamara; Investment Director, Emerging Market Debt
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