EMD: think global, buy local

Presented by

Paul McNamara

About this talk

Despite near-term risks to growth, EM fundamentals and technical factors appear supportive. How can investors capitalise? Paul McNamara, Investment Director of GAM’s Local Emerging Bond strategy, will outline why he believes the asset class is oversold and under-owned and now offers a compelling entry level to investors. He will also review the macroeconomic backdrop, pick out some of the winners and losers at a country level and reveal how he is positioning his portfolio accordingly. Register for the webcast to find out more and pose your questions to Paul.

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