GAM's Love: Why we like VARP frontier markets

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Clockwise from top left: the frontier markets of Vietnam, Argentina, Pakistan and Romania boast strong economic growth with a young cash-laden population keen to spend money
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Clockwise from top left: the frontier markets of Vietnam, Argentina, Pakistan and Romania boast strong economic growth with a young cash-laden population keen to spend money

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.

2017 promises to be a volatile year given the crowded political agenda ahead. However, with EM equities currently under-owned and looking reasonably valued vis-à-vis their developed market equity counterparts,...

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