Why GAM Star Emerging Market Rates?
The fund is managed by a highly skilled emerging market debt and FX investment team Paul McNamara and Caroline Gorman have a combined 25+ years’ managing emerging market debt and FX strategies with a strong focus on producing returns no matter what the market backdrop. Ability to understand and anticipate crisis cycles The managers believe that common indicators exist for systematically identifying imminent inflection points in the economies of emerging markets. Through their proprietary ‘crisis cycle’ filter, they use these indicators to gain a clear view on which countries are about to experience significant recoveries or violent currency devaluations or economic defaults. Top-down, high-conviction style expressed through a diversified portfolio Central to the managers’ philosophy is that a comprehensive, macroeconomic approach is required to understand emerging market dynamics. Thus they set their understanding of emerging markets against the economic backdrop of global macroeconomi
