All Developed Market articles
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White papersThe tiger that lost its roar: the mystery of South Korea’s underperforming equities
Two countries in the MSCI Asia ex-Japan Index – China and South Korea – have performed noticeably poorly over the last decade and a half. One can explain China’s struggles, amid tensions with the West. But what is going on with South Korea?
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VideoTalking Markets – Alternative Assets
In this edition of Talking Markets. Jonathan Willcocks, Global Head of Distribution is joined by Robin Willis Fund Manager, Premier Miton Defensive Growth Fund, together they unbundle the opportunities and challenges of investing in alternative investments.
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White papersMacroeconomic and financial market forecasts - September 2023
Macroeconomic forecasts as of 1 September 2023
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White papersMacroeconomics, Geopolitics, and Strategy - September 2023
Japan’s Q2 GDP significantly outperformed expectations, soaring to a 6% SAAR* from 3.7% in Q1. This robust performance was primarily driven by a surge in exports, while domestic demand indicators, such as private consumption and imports, contracted. We have revised our 2023 growth forecast up from 1% to 2%, to reflect the Q2 surprise.
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White papersIs the economy in a late-cycle period?
Today’s unconventional economic context continues to confound investors. In this weekly installment of Simply put, we look to history as a guide for the markers defining a late cycle.
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White papersWill the US equities rally continue?
The blue-chip S&P 500 index was up 3.1% in July. But stronger than expected US jobs data has added to speculation about future interest rate hikes.
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White papersApproaching a turning point in listed pan European property equities
Alex Ross, manager of the Premier Miton Pan European Property Share Fund, looks at whether the recent uplift in the property sector is the start of a longer-term recovery.
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VideoTalking Markets – Money Markets
Jonathan Willcocks, Global Head of Distribution is joined by Lloyd Harris, Head of Fixed Income and Hoy Wan, Premier Miton UK Money Market Fund Manager to give an update on the fund and and discuss money markets in general.
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White papersHow expensive is the US equity market?
Regardless of whether investors currently have a bearish or bullish view on equities, the big question concerns valuations. Our latest edition of Simply put considers whether US equities are prohibitively expensive at the moment.
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VideoBeyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
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White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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White papersFearful markets brace for further hikes
The US Federal Reserve latest meeting minutes indicate further tightening likely following June pause.
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White papersIs it time for neutral equity exposures?
We have become used to a fast-paced cycle after 2020. The pandemic compressed the entire business cycle into just a few quarters, but also produced a much slower and persistent phenomenon: an inflation wave that, to date, remains a vivid concern for central banks and markets.
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White papersEconomic and Market Review: Long-Term Optimism Amid Short-Term Headwinds - 3Q 2023
Like many, we have been surprised by the strength of U.S. equities in the face of rising interest rates, sticky inflation, a regional banking crisis and persistent geopolitical tension.
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White papersBeyond re-opening: the long-term trends to watch in China
The risks and rewards presented by investing in China topped the agenda at Federated Hermes’ Asia and Emerging Markets Investing Forum in London on 13 June.
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White papersGreying and Greening Across Emerging Markets
We examine which emerging markets face the strongest demographic pressure as part of our ongoing research into the global shift in labor dynamics.
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White papersHidden in Plain Sight
There are plenty of outstanding businesses outside the United States that we think are simply too good to ignore
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White papersIndia Outlook: Turning point for Indian equity markets
After a weak start, Indian equity markets have just turned positive year-to-date and remain firmly on investors’ screens.
