Fri, Sep 30, 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. Studies - Hedge funds’ study reveals vast disparity in types of investors securing side letter arrangements, Cambridge: Look to private investments for best access to LatAm growth[more]

    Hedge funds’ study reveals vast disparity in types of investors securing side letter arrangements A new study of the hedge fund space by industry law firm Seward & Kissel LLP reveals a wealth of information regarding established hedge fund managers’ use of side letters—special agreements

  2. Activist News - Caesars 'optimistic' on deal with hedge fund creditors[more]

    From Reuters.com: Caesars Entertainment Corp said on Monday it remains "optimistic" of reaching a $5 billion deal with the bulk of its creditors to push its main operating unit out of bankruptcy, but one hedge fund bondholder said it will pursue litigation. Caesars offered a sweetened $5 billion set

  3. Hedge funds recover from losses as central banks give markets a respite[more]

    Komfie Manalo, Opalesque Asia: The Lyxor Hedge Fund index was up 0.4% from the week ending September 20 (-2.4% YTD), supported by the willingness of central banks to remain accommodative, Lyxor Asset Management said in its weekly briefing. It ad

  4. Perry Capital closing flagship fund after almost three decades[more]

    From Blooomberg.com: Richard Perry, one of the biggest names in hedge funds, is calling it quits after 28 years. Perry, 61, is winding down his New York-based flagship fund as the industry confronts one of the most tumultuous periods in its history. In a letter to investors Monday, he said his style

  5. Eden Rock buys Gottex stake in ERG Asset Management[more]

    Matthias Knab, Opalesque: Eden Rock Group announced the purchase of Gottex’s stake in ERG Asset Management and so the firm is now wholly owned by Eden Rock. The two firms established the joint venture in 2011 to focus on providing cost effective solutions to funds holding illiquid investments, as