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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...

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Emerging Markets: "Go looking for Trouble!"

Duration: 08:06 


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  • 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 

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