We Are Halfway Through the Year: Now What?

July 17, 2013
Hosted by Gavin Graham

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Episode Description

We’ve reached the half way point in the year but what lies ahead for the remainder of 2013? In this week’s edition Gavin Graham and his guests look out over the next six months to help you with your investment decisions. They survey the forces at work and the possible results. Wall Street veteran James Awad, Chairman of Plimsoll Mark Capital, a division of Zephyr Management L.P. looks at emerging markets funds. John Derrick, portfolio manager at U. S. Global Investors checks the outlook for frontier funds. Larry Seruma, Chief Investment Officer and Managing Principal of Nile Capital Management LLC and Advisor of the Nile Africa Funds compares emerging and frontier funds. Heather West, Managing Editor for Latin America at Mergermarket reports on the outlook for consolidation in the Mexican auto industry. This edition is produced by Al Emid. For inquiries write to: financialnews@alemid.com

Emerging and Frontier Markets Investing with Gavin Graham

Archives Available on VoiceAmerica Business Channel

Emerging and Frontier Markets Investing with Gavin Graham addresses the increasing interest in these markets by meshing Graham’s knowledge of them with current news developments, trends and the insights of expert guests. In fact, the expertise of our guests further demonstrates the seriousness of our approach. They include veteran Wall Street veteran money managers, experienced journalists with first-hand observations and analysts discussing emerging and frontier market developments. Our program comes to investors worried about low domestic returns and those who are aware of the growth and importance of emerging and frontier markets but unclear about the exact opportunities.

Gavin Graham

Gavin Graham has managed money for some of the largest banks and fund management companies in the world over the last thirty years and has worked in London, Hong Kong, San Francisco and Toronto. Having started in the City of London (the UK’s financial core) in 1979, he moved to Hong Kong in 1988, where his roles included that of Senior Investment Officer of Citigroup Global Asset Management (Asia) and Chief investment Officer for Connaught Investments Ltd. After moving to Toronto in 1999, he was Senior Investment Officer for Guardian Group of Funds in Toronto and latterly Director of Investments for Bank of Montreal Asset Management until 2010. He is now president of Graham investment Strategy Ltd and a frequent guest on Canada's Business News Network, the CBC and Toronto’s CP24, and quoted by the Canadian Press, Reuters and Bloomberg. Along with program producer Al Emid, Gavin is co-author of Investing in Frontier Markets: Opportunity Risk and Role in an Investment Portfolio, and of another upcoming book on frontier markets investing.

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