All Developed Market articles
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Podcast
Outerblue Convictions – Global Investment Views: The late-cycle environment continues to play out
Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind this upsurge and whether we should expect a reversal soon.
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White papers
Macroeconomic and financial market forecasts - March 2024
Macroeconomic forecasts as of 7 March 2024
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White papers
The bulls are in control
As equity markets continue to rally, our investment team explains why investors should be looking beyond the headline-making names for greater returns.
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White papers
The 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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White papers
Macroeconomic and financial market forecasts - September 2023
Macroeconomic forecasts as of 1 September 2023
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White papers
Macroeconomics, 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 papers
Is 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 papers
Will 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 papers
How 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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Video
Beyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
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White papers
Getting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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White papers
Mid-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 papers
Fearful markets brace for further hikes
The US Federal Reserve latest meeting minutes indicate further tightening likely following June pause.
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White papers
Is 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 papers
Economic 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 papers
Beyond 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 papers
Greying 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 papers
Hidden 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 papers
India 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.