Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Gallery of managers' sweetest treats
Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.
Bond outlook finally looks to be changing
Niall Gallagher, investment director of European equities at GAM, talks to Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time.