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Tim Love

Tim Love - Investment Director

Tim Love is the Investment Director responsible for GAM's emerging markets equity strategies.

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.

Tim Love

My Insights

Investment Opinions 10 min read

EM Equities: Why now? It is darkest before the dawn

09 June 2020

GAM Investments’ Tim Love provides eight reasons why EM equities look appealing and explains why he believes the asset class offers multiple offsetting positives to the post Covid-19 lockdown world.

10 min read
Weekly Manager Views 3 min read

Weekly Manager Views: Equities

05 May 2020

At GAM Investments’ Weekly Equities Meeting held on 4 May, Tim Love provided an update on emerging market (EM) equities and shared his outlook for the asset class.

3 min read
Investment Opinions 11 min read

EM equities: opportunities tempered by caution

27 March 2020

The current market sell off is presenting opportunities in a number of areas of emerging markets. However GAM Investments’ Tim Love issues a note of caution and says much could depend on finding a vaccine for coronavirus.

11 min read
Investment Opinions 10 min read

Could the coronavirus cloud have a silver lining?

11 March 2020

As the coronavirus continues to rock global markets, GAM Investments’ Tim Love considers the future for emerging market equity investors and finds some glimpses of light amid the darkness of this unfolding human tragedy

10 min read