Tim Love, investment director at GAM Investments, will outline the case for emerging market equities when he takes part in the upcoming Nordic Summit Stockholm 2019, taking place at the Grand Hotel in the Swedish capital on 12-13 March.
Coming of a turbulent 2018, the eye of investors is once more on opportunities in emerging market equities. There are a number of key political events that could affect risk, while generally the asset class may be under owned and reasonably valued relative to developed market stocks, Love is set to argue.
But this is still an area where market mispricing is driven by regulatory, political and geopolitical changes, hence offers a broad swathe of investment opportunities for seeking out alpha generation through a long only approach.
Love is the investment director responsible for GAM's emerging markets equity strategies. Prior to joining GAM Investments 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. Other roles held include being 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. He has also worked at BlackRock and HSBC Asset Management. He holds a BA in Accountancy and Politics and trained as a chartered accountant at Pricewaterhouse.
Fur further information on the event and programme of speakers, visit: http://events.investmenteurope.net/nordicsummit