Tim Love is the Investment Director responsible for GAM's emerging markets equity strategies. Prior to joining GAM 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 Love 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 Love holds a BA in Accountancy and Politics and trained as a chartered accountant at Pricewaterhouse. He is based in London.
14 May 2019India: the world’s largest election
GAM Investments’ Tim Love explores the Indian election process and the outlook for equities here as the world’s largest democracy heads to the voting polls.
7 May 2019VARPS: Time For Reflection
GAM Investments’ Tim Love reflects on the tremendous opportunities that exposure to frontier markets can offer and explains his views on the outlook for Vietnam, Argentina, Romania, Pakistan and Saudi Arabia in 2019, cautioning that close monitoring of such markets is essential.
9 April 2019Retail: Where next?
In recent years, the retail sector has undergone a major structural change owing to the rise of internet shopping and consumers engaging in new ways to shop. Some of GAM Investments’ fund managers discuss the select opportunities that exist within retail sector as its evolution continues.
5 April 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 03 April 2019 the speakers were Michael Biggs, who provided a macro overview, Niall Gallagher, who outlined some of his areas of focus within the European equity arena, and Tim Love, who explained why he continues to feel optimistic about the outlook for Emerging Market equities.
19 February 2019India’s digital revolution
GAM Investments’ Tim Love believes Indian equities could reap the benefits of Prime Minister Narendra Modi’s push to digitise the Indian economy as its vast population gains greater access to credit and to the e-commerce economy.
10 January 2019Emerging market equities: under-owned, undervalued and under-rated
Tim Love, investment director at GAM Investments, discusses the outlook for emerging market (EM) equities in 2019 and analyses where attractive opportunities are likely to lie in a potentially turbulent political and financial landscape.
6 December 2018Outlook 2019: key events
We asked a number of our fund managers which key events they are looking out for in 2019 and what the impact is likely to be for their respective asset class.
30 October 2018Fund Manager Portrait: Tim Love
Alongside his long-time colleague, Joaquim Nogueira, GAM Investments’ Tim Love has been managing emerging market (EM) equity portfolios for 22 years - and another 8 before that. It has proved a partnership that has prevailed through bad times and good and Tim is now optimistic that we stand on the cusp of a secular period of growth for EMs, questioning whether developed economies will be able to keep pace.
4 September 2018EM equity: Is the glass half full?
With emerging market (EM) equities, in aggregate, falling 20% in US dollar terms between the January 2018 peak and late August lows, GAM Investments’ Tim Love, believes this price action may potentially provide an attractive entry point for investors.
Wednesday, July 04, 2018EM: Everything has its price
Year-to-date emerging market (EM) equities have proved more volatile than usual. GAM Investments' Tim Love examines the contributory factors and explains why he maintains a positive view