A two-pronged approach
GAM Global Emerging Markets Hedge investment director Sean Taylor (right) says the trick to emerging markets investment is to focus on long-term trends and undervalued stocks, while managing short-term movements in volatility
Emerging markets investment requires a two-pronged approach. As well as monitoring the performance and risk of individual investments, managers need to keep an eye on political developments onshore, macroeconomic trends and even events in other countries that could trigger a contagion effect, along the lines of the Russian debt crisis of 1998.
For GAM Global Emerging Markets Hedge, a London-based
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