Equities

Highlights India and Indonesia

Global equity long/short vehicle

Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.

Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors

To be managed by William Lock

Working with several institutional funds

Joins Louise Shaw and Nicholas Regan

Part of new report on executive pay

Helped by foreign currency exposure

Richard Romer-Lee continues his series of informal interviews