Thu, Jul 30, 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. Opalesque Exclusive: Despite bumpy June/July, CTAs hold on[more]

    Bailey McCann, Opalesque New York: To say that things have been rocky in managed futures recently is putting it mildly. In June, the industry saw its worst month on a performance basis in the past four years. Then yesterday,

  2. Investing - Hedge funds, seeing opportunity, invest in struggling hotels in Puerto Rico[more]

    From NYTimes.com: Puerto Rico’s tourism industry has fallen victim to the island’s struggling economy, hit by one misfortune after another. In March, the San Juan Beach Hotel filed for bankruptcy. This week, the Condado Plaza Hilton was forced to close its casino. But nearly two thousand miles away,

  3. Investing - Hedge fund billionaires bet on London as revival gathers pace[more]

    From Bloomberg.com: London’s fund industry is bouncing back, and U.S. billionaires Steven A. Cohen and Ken Griffin are grabbing a piece of the action. Griffin’s Citadel and Millennium Management, a hedge fund run by Israel Englander, have bulked up in London, where asset growth is outpacing the U.S.

  4. Bridgewater turns bearish on China[more]

    Komfie Manalo, Opalesque Asia: The world’s biggest hedge fund Bridgewater Associates and one of the most vocal of China’s potential is now turning its back against the world’s second largest economy as it joins a growing list of high-profile investors who are challenging China’s potentials.

  5. Opalesque Roundup: Hedge fund assets rose to 11th consecutive quarterly record level: hedge fund news, week 31[more]

    In the week ending 24 July, 2015, the total global hedge fund industry assets rose to the 11th consecutive quarterly record level in 2Q15 to $2.97tln; Eurekahedge reported that hedge funds raised $93bn in the first six months of 2015; The SS&C GlobeOp Forward Redemption Indicator for July 201