This site uses cookies

To give you the best possible experience, the GAM website uses cookies. You can read full information of our cookie use here. Your privacy is important to us and we encourage you to read our privacy policy here.

OK
Heterogeneity in emerging markets calls for a selective approach

Friday, July 17, 2015

Enzo Puntillo, Investment Director for emerging market debt strategies, discusses how emerging economies are heading into different directions and what the implications for his investment strategy are.


Investing by acronym is popular. The trend has been around for a long time, but the creation of the BRIC acronym in 2001 marks a milestone. Since then, new themes have mushroomed, from MINT to The Next 11 – among the latest is the ‘Fragile Five’, which supposedly should be avoided. But does this one-size-fits-all approach make sense for investors?


Read the full article



Source: GAM unless otherwise stated. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be solely relied on in making an investment or other decision. It is not an invitation to invest in GAM products and is by way of information only. The views expressed herein are those of the Manager at the time and are subject to change. Opinions, estimates and other information in this document may be changed or withdrawn without notice. GAM is not under any obligation to update or keep current this information. To the maximum extent permitted by law, GAM makes no representation whatsoever as to the truth, accuracy, completeness, adequacy or reasonableness of any of this information, nor do any of them accept any liability whatsoever for any loss or damage of any kind arising out of the use of all or part of the information. Certain laws and regulations impose liabilities which cannot be disclaimed. This disclaimer shall in no way constitute a waiver or limitation of any rights a person may have under such laws and/or regulations. This document is not available for distribution in any jurisdiction where such distribution would be prohibited. Past performance is not an indicator of current or future performance. The price of units or shares can go down as well as up and may be affected by changes in the rates of exchange. An investor may not get back the amount invested. Reference to a security is not a recommendation to buy or sell that security. Investing in securities of foreign issuers involves special risks including currency rate fluctuations, political and economic instability and different auditing and reporting standards. These risks may be greater in emerging markets countries. In the United Kingdom, this material has been issued and approved by GAM London Ltd, 20 King Street, London, SW1Y 6QY, authorised and regulated by the Financial Conduct Authority.
Scroll to top