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.
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.
Álvaro Peró Gala will be based in the firm’s London office
Strategy will hold a long portfolio with an attractive ESG profile, while shorting companies with a poor ESG profile
Net investment has remained low since the global financial crisis
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector
Impax adds to fixed income range while AUM falls in third quarter update
Study finds fund buyers bullish on fixed income, with less certainty in equity