Tim Love, investment director and co-manager of the GAM Star Emerging Equity fund, has said Turkey remains an attractive investment case despite the ongoing political and economic issues the country faces.
Love currently has 2% of the fund invested in Turkey versus 0.3% for the MSCI Emerging Markets index, backing names like Halkbank and a number of "high-quality" growth stocks. On this "rare occasion",...
Industry Voice: Here are key takeaways from our 2019 Asset Allocation Outlook on how we are positioning asset allocation portfolios in light of our outlook for the global economy and markets.
More thought and selectivity required from investors
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Clarke replacing Balkham