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Tim Love

Tim Love - Investment Director


Tim Love, Investment Director, est responsable des stratégies actions de GAM sur les marchés émergents.

Tim Love, Investment Director, est responsable des stratégies actions de GAM sur les marchés émergents. Avant de rejoindre GAM en février 2012, il a été en charge de la gestion des positions long/short sur les actions des marchés émergents en tant que gérant de portefeuille chez CQS/Oceanwood. Auparavant, il a géré un fonds d’actions mondiales long/short auprès de Cazenove Capital Management. Tim Love a précédemment occupé des postes sell side en tant que directeur des stratégies actions mondiales à la Deutsche Bank, directeur des stratégies marchés émergents mondiaux chez SG Securities Ltd et directeur des stratégies et analyses pour les marchés émergents chez ING Baring Securities Ltd. Plus tôt encore, il avait géré les portefeuilles actions des marchés émergents chez BlackRock (anciennement Merrill Lynch Investment Managers) et HSBC Asset Management. Tim Love est titulaire d’un BA en gestion comptable et politique et a suivi une formation d’expert-comptable.

Tim Love

Mon avis

Opinions
Emerging market equities: Unleashing potential
13 March 2024

With the belief that emerging market equities are currently mispriced, undervalued and completely misunderstood, Tim Love, Investment Director, Emerging Markets Equities, thinks all that is missing is a ‘risk-on’ catalyst to unleash their potential. What kind of catalyst could that be?

Outlook 2024
Outlook 2024: Tim Love (Emerging Market Equities)
December 2023

Emerging Market Equities – Perceptions are way behind reality; the opportunity cost of missing a rally could be high

Active Thinking
Active Thinking
18 September 2023

GAM Investments’ Tim Love explains why he believes an active management approach is best-suited to emerging market equities and discusses the new world of opportunity the asset class offers sustainability-focused investors.

Opinions
India’s ascendancy: Foreseeing India’s leadership in emerging markets for the next decade
06 July 2023

Tim Love, Joaquim Nogueira and Rachit Chirania of GAM Investments’ Emerging Markets Equity team believe India could lead emerging market outperformance over the course of this decade. They outline seven reasons why they think the country presents a rare secular and cyclical growth story at a time when major economies are struggling.

Toutes nos publications

My Videos

Active Thinking

11:42 min watch

Emerging Market Equities – Tim Love
19 October 2023

Tim Love argues that emerging markets (EM) have fundamentally changed, as they have shifted from low-end manufacturing and commodities to high-end manufacturing and services. He believes the potential growth in EM could be unleashed by the weakening dollar and the Federal Reserve’s move towards a looser monetary policy.

Active Thinking

9:12 min watch

Emerging Market Equities – Tim Love
28 July 2023

As with global equities, emerging market stocks have been swept up in the artificial intelligence (AI) momentum. However, Tim Love looks beyond that to the opportunities within the reshoring theme and discusses the catalysts that could spark a long-term outperformance in emerging markets.

Video Hub

My Awards

People
GAM is proud to have once again been awarded three prestigious German Sauren Gold Medals
October 2021

Paul McNamara received his gold medal in the Absolute Return Emerging Markets segment, joined by Tim Love in the Emerging Market Equities category and Niall Gallagher for his European Equities strategy.

Find out more here.

People
Three GAM managers win gold medals at the Sauren Golden Awards 2020
October 2020

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Tim Love and Niall Gallagher were recognised for their performance in emerging market debt, emerging market equities and European equities, respectively.

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