Thu, Mar 5, 2015
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. SkyBridge opens office in Palm Beach County[more]

    Where better for a southern location than South Florida? SkyBridge Capital, which is headquartered in New York, has opened an office in Palm Beach Gardens. Palm Beach Gardens is a "Signature City" in northern Palm Beach County, with a population of around 49,000.

  2. Outlook - Philippe Jordan predicts 'alternative beta' to displace hedge funds, Stan Druckenmiller says Europe, Japan stocks will outpace U.S.[more]

    Philippe Jordan predicts 'alternative beta' to displace hedge funds From Investordaily.com.au: The disappointing performance of hedge funds in recent years is a result of "too much money chasing too little alpha", argues Capital Fund Management. Speaking to InvestorDaily, CFM partner Phi

  3. Investing - As rig count falls, hedge funds pile into long crude futures, Parus tactically shifts long/short exposure ratios, Mario Draghi outflanking Kuroda as bearish euro bets surge, Prime Capital’s 500.com bet derailed after 41% drop[more]

    As rig count falls, hedge funds pile into long crude futures From 247wallst.com: In the week ended February 27, the total number of rigs drilling for oil in the United States came in at 986, compared with 1,019 in the prior week and 1,430 a year ago. Including 281 other rigs mostly drill

  4. Outlook - 5 reasons why 2015 is looking like a breakout year for alternative investments, Hedge fund manager Dan Loeb predicts disappointment for funds seeking energy distress[more]

    5 reasons why 2015 is looking like a breakout year for alternative investments From Forbes.com: …After a strong 2014, the public markets have been off to a choppy start in 2015. This year, savvy investors may be looking for alpha elsewhere. For many institutions and high-net-worth indivi

  5. Event-driven strategies lead hedge fund gains in February while CTA rally shows signs of fatigue[more]

    Komfie Manalo, Opalesque Asia: Hedge funds ended February on a good note (+0.8%), confirming the positive momentum witnessed since the start of the year, reported Lyxor Asset Management in its Weekly Briefing. As of the end of February, the Lyxor He