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.
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
Friday, June 01, 2018Navigating around the protectionist quagmire
While protectionism can cast a shadow over economies with an elevated trade component to GDP, GAM’s Tim Love believes it is a fallacy to blindly place all emerging markets into this category.
Friday, February 23, 2018Can Emerging Markets Take Centre Stage?
Emerging markets have weathered many a storm, including significant political turbulence over the last few years. But, following early February’s volatility surge, can they continue to rally? GAM’s Tim Love takes a look.
Tuesday, November 07, 2017India: Idiosyncratic and Untapped
Tim Love, investment director for emerging market equities at GAM, explores the major growth opportunities in India, such as weddings, luxury travel and Bollywood, and the equity market’s untapped potential at a time when China growth is showing signs of slowing.
Thursday, July 13, 2017The David and Goliath Aspects of China’s A-share Market
Tim Love, investment director for emerging market equities, considers the significance of the inclusion of China A-shares in the MSCI Emerging Markets index.
Thursday, May 11, 2017EM – Why Now?
Tim Love, investment director at GAM, discusses the outlook for emerging market equities in 2017 and analyses where the best opportunities are likely to lie in a turbulent political landscape.