Sat, Dec 3, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Emerging Markets: "Go looking for Trouble!"
Radio Feature 36: Paul McNamara in conversation with Sona Blessing
 
Thursday, January 05, 2012

radio An investment director at GAM, Paul McNamara, is the lead manager on emerging market bond and currency long only and hedge fund strategies. He began his career as a lecturer at the University of Warsaw and began investing in emerging markets nearly 15 years ago. In this feature he shares his thoughts on emerging market debt investment opportunities...

 Download this feature as MP3 (7.38 MB)

 
Listen to the complete feature
Emerging Markets: "Go looking for Trouble!"

Duration: 08:06 

 

Or listen to selected sub-features
  • Q1 - In the context of allocating to the GAM Emerging Market Rates Hedge Fund- which countries qualify as „emerging market“ -and what are the criteria used? Can you share some examples of such “emerging” markets.

    Duration: 01:33 


  • Q2 - Given that countries like Brazil and Mexico have just a few days ago, already sold their bonds at record low yields … the fact that borrowing costs are falling - where do you see the opportunities?
    How investable is the proposition?

    Duration: 02:26 


  • Q3 - How are you hedging out the risk that emanates from the developed world?

    Duration: 00:34 


  • Q4 - How are you looking to manage „inflation“ related risk?
    Potentially escalating oil prices and their impact on emerging market debt?

    Duration: 00:57 


  • Q5 - Have you considered/or have you already allocated to (Chinese) Yuan denominated corporate bonds?

    Duration: 00:56 


  • Q6 - What are the expected yields and durations you are looking at?

    Duration: 00:56 


  • Q7 - Elaborate on relative value trades?

    Duration: 00:42 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. M&A - AllianzGI to acquire Sound Harbor Partners, SS&C completes acquisition of Wells Fargo's Global Fund Services business[more]

    AllianzGI to acquire Sound Harbor Partners Allianz Global Investors (AllianzGI), an active investment manager, announced that Sound Harbor Partners, a US private credit manager led by Michael Zupon and Dean Criares, have agreed to join its fast-growing Private Debt Platform. Under the te

  2. Europe - UK investors to pay more tax on money in offshore funds, Do you want to hand your money to super-algo or a Swiss banker?[more]

    UK investors to pay more tax on money in offshore funds From FT.com: Hedge funds in Dublin and Luxembourg are set to be hit by new rules that will force UK investors to pay more tax on the money they hold in offshore funds. As part of the government’s Autumn Statement on the country’s fi

  3. Hunt for yield pushes more investors into riskier assets[more]

    From FT.com: Pension funds and insurance companies have increasingly embraced riskier assets in their hunt for higher returns over the past five years. Alternative assets such as property, infrastructure, private equity and hedge funds have been bought up by institutional investors in a world where

  4. People - Nectar Financial hires senior investment team, Texas A&M replaces retiring foundation investment chief, Ex-Cadwalader partner Woolery makes another sudden exit, How to become a Python coder at a top hedge fund, by the co-CTO of Man AHL[more]

    Nectar Financial hires senior investment team Nectar Financial AG, a Swiss financial technology company for wealth and asset management, has announced that it has hired two key senior leaders to spearhead its digital asset management efforts. The company also announced that it has entere

  5. Activist News - Cognizant has introductory discussion with activist investor Elliott; to review letter, Starboard Value makes huge investment in Hewlett Packard, Hedge fund calls for removal of First NBC Bank CEO[more]

    Cognizant has introductory discussion with activist investor Elliott; to review letter From Indiatimes.com: Cognizant said it had an introductory discussion with Elliott Management after receiving the activist hedge fund's letter asking for a board shakeup, a buyback, a dividend and chan