Tim Love of GAM joins Oslo Roundtable
Tim Love, investment director, Emerging Markets Equity at GAM will provide his outlook on EM when he takes part in the upcoming Oslo Roundtable 2017, taking place at the Hotel Continental on 8 June.
Noting that EM equities rose by some 400% in the 2004-7 period, which also included a rate tightening cycle in the US, Love also points out that the asset class did relatively well in 2016, also against a backdrop of initial tightening by the US Federal Reserve. The question for investors is whether this has marked the start of a longer term rally for the asset class.
Love is responsible for GAM’s emerging markets equity strategies. Prior to joining GAM in February 2012, he was a senior portfolio manager at CQS/Oceanwood where he managed long/short emerging markets equities. Prior to this, he managed a global long/short equity fund at Cazenove Capital Management. Previously, he held sell-side positions as head of global equity strategy at Deutsche Bank, head of strategy for global emerging markets at SG Securities Ltd, and head of emerging markets strategy and research at ING Baring Securities Ltd. Before that, he managed emerging markets equities portfolios at BlackRock and at HSBC Asset Management.
Love holds a BA in Accountancy and Politics and trained as a chartered accountant at Pricewaterhouse. He is based in London.