EM Bonds: Unlocking Alpha

Presented by

Paul McNamara

About this talk

The local emerging debt market has evolved into an attractive opportunity, allowing for portfolio diversification in a USD-heavy landscape. Emerging markets, in particular, have significant potential for economic growth and currency appreciation. But, as always, the potential for higher reward can come with higher risk, demonstrating the importance of the active investment approach which has been used by Paul and his team over multiple economic cycles. Paul McNamara, manager of GAM’s Local Emerging Bond fund, will discuss how world tensions are affecting the local emerging bond market and where he sees potential for the rest of 2019.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (50)
Subscribers (7905)
Our regular online sessions will include fund manager presentations, portfolio overviews and investment updates.