Tim Love

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Tim Love - Investment Director


Tim Love, Investment Director, is responsible for the 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. Previously, Tim 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 (formerly Merrill Lynch Investment Managers) and at HSBC Asset Management. Tim holds a BA in Accountancy and Politics and trained as a chartered accountant at Pricewaterhouse. He is based in London. 

Tim Love

My Insights

Investment Opinions

8 min read

The elephant in the room: China from an emerging markets investor’s perspective
12 May 2022

Buffeted by various headwinds in recent years and now plunged into further uncertainty by Covid lockdowns, China has been largely shunned by investors of late. However, with government stimulus beginning to emerge and plenty of tools left in the toolbox GAM Investments’ Tim Love considers whether China currently offers value for investors.

Investment Opinions

5 min read

Five reasons to consider: Emerging market equities
29 April 2022

Across equities, fixed income and currencies, emerging markets have had a rough ride over the last 15 years – and especially over the last five. 2021 was a year to forget after an equity rally in January was followed by a choppy downward movement for the remainder of the year. GAM Investments’ Tim Love outlines five reasons why he believes emerging market equities have a brighter future.

Investment Opinions

5 min read

What does the Russia-Ukraine conflict mean for emerging markets?
23 February 2022

As the Russia-Ukraine conflict continues to intensify, GAM Investments’ Paul McNamara and Tim Love share their views on the potential implications for Russia and the emerging markets.

Active Thinking

9 min read

Active Thinking
22 February 2022

At GAM Investments’ latest active thinking forum, three of our brightest investment minds discussed an improved outlook for emerging markets equities, the factors influencing the healthcare sector and the bottoming of China’s credit pulse.

My Videos

Quarterly Manager Videos

7:04 min watch

Emerging Market Equities – Tim Love
21 July 2022

Tim Love highlights the resiliency of emerging market currencies and explains why he believes emerging markets are currently attractive.

Quarterly Manager Videos

6:40 min watch

Emerging Market Equities – Tim Love
09 May 2022

Tim Love highlights a complex first quarter for emerging markets, including the knock-on effects of the Ukraine-Russia conflict, and discusses how the asset class may fare in a stagflationary environment.

Quarterly Manager Videos

5:13 min watch

Emerging Market Equities – Tim Love
21 January 2022

Tim Love examines the de-rating of the asset class last year, a more positive outlook for 2022 and the diversification benefits of emerging market investing.

Quarterly Manager Videos

6:31 min watch

Emerging Market Equities – Tim Love
18 October 2021

Tim Love describes a relatively tough year for emerging market equities and in particular China, but has a bullish outlook for the fourth quarter and comments on where he sees some of best opportunities in his space.