Why Trump has helped EM equity managers
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Tim Love
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VARP – a wonderful way of playing the EM theme
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
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ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?