Opportunities tempered by caution - GAM Emerging Markets Equity update
About this talk
Join Tim Love, Investment Director for GAM Emerging Markets Equity, in this webcast as he discusses:
• Why more caution could be required in the short term before fundamentals reassert themselves.
• What opportunities have appeared in the short term and why they differ to those for the long term.
• Why market volatility could continue, even as infection rates seem to slow in parts of the world.
• His belief that emerging market equities could be more resilient than those in developed markets.