All Emerging Market articles – Page 10
-
White papersJapan’s New Horizon in Small Caps
We believe smaller companies are poised to shine brightly in the “land of the rising sun.”
-
WebinarThe Meeting Room: Global Emerging Markets Fund, July 2022
Join Kunjal Gala and the rest of the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
-
White papersGlobal Emerging Markets, H2 2022
Kunjal Gala and the Federated Hermes Global Emerging Markets team offer their view on upcoming milestones and challenges for developing economies.
-
White papersGlobal Macro Outlook - Third Quarter 2022
The global economic outlook deteriorated sharply in the second quarter and markets are increasingly concerned that higher rates will lead to a recession. This outcome isn’t a certainty, but the probability of slower or negative growth has increased materially as inflation has stayed high.
-
White papersCan “Friendshoring” Replace the G-20?
Any vision of closer commercial integration among U.S. allies and partners must be as inclusive as possible.
-
White papersCompass - Mind the lag: recession fears flare too fast
Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach in the short term as they seek to re-establish their credibility. The European Central Bank’s decision to raise rates by 50 bps is a case in point.
-
White papersConsumer demand for the quantified self Consumer demand for the quantified self
The first conventional quantified self device, counting users’ steps over the course of the day, was launched in 2009. Since then, a number of world-leading brands have entered this rapidly-growing market and burgeoning investment trend.
-
White papersThe rise of new food systems
We are anticipating the rise of new food systems in the Agriculture, Forestry and Other Land Use (AFOLU) sector. This will enable a major land restoration that allows nature to retrieve its regenerative properties, and will bring new risks and opportunities to investors.
-
White papers5G: Worry-Free Warranty Goes Mainstream
As adoption of connected technology increases, so does the case for device insurance. What opportunities could this bring?
-
White papersMulti-Asset Allocation Views: Growth headwinds continue to build
Growth headwinds continue to build
-
White papersThe emerging markets hurdles
While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high inflation and tighter global financial conditions. The current geopolitical environment, with its impact on macro and financial conditions, is making an idiosyncratic crisis more likely.
-
White papersEmerging market debt: an active approach
Emerging market debt (EMD) has already broadened and deepened significantly in the last few decades and as the asset class has developed, it has become more appealing to a broader investor base. Issuance has increased, thereby improving liquidity.
-
White papersWhat links impact investing and private equity?
In impact investing, investments can contribute to a measurable positive social and/or environmental impact alongside earning financial returns. In our view, impact investing strategies work particularly well in private equity.
-
Blog“Friend-shoring:” Does Regional Retrenchment Herald Lower EM Growth?
Just as the world economy was recovering from COVID-19, 2022 brought fresh challenges. Russia’s invasion of Ukraine, higher energy prices, food shortages and protectionist tensions all weigh on emerging-market (EM) growth. As a result, the IMF lowered its EM growth outlook for 2022 from +4.8% in January to +3.8% in April.
-
White papersInvestors turn to residential opportunities in emerging markets
Emerging markets have been less of a focus for US and European residential investors of late, but there are pockets of opportunities in Brazil and China sparking interest again, writes Stephanie Baxter
-
White papersGlobal Investment Views - June 2022
The second quarter of the year is becoming increasingly painful for tech stocks, recalling memories of the 2000s tech bubble bursting. The repricing of a more aggressive Fed stance has been brutal, real yields rose – the rate on 10-year TIPS has turned positive for the first time since 2020 – and on the nominal yields front, the US 10-year Treasury yield temporarily reached the 3% threshold, falling close to 2.75% on economic growth concerns.
-
White papersApproaching uncertainty with confidence in emerging markets fixed income
The war in Ukraine has added continued volatility to emerging markets fixed income assets. According to our latest study, institutional investors around the world are wary of the war’s market and economic impacts but remain optimistic for the months ahead.
-
White papersHeadwinds and tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, Martin Currie thought it pertinent to revise their outlook in the shorter term.
-
White papersRelative value in EM local markets
Emerging market (EM) core inflation has risen by less than US inflation, in part due to weak economic conditions within EM and proactive EM central banks. The acceleration of interest rate hikes by EM central banks has driven up real interest rate differentials between EM and the US, making ...
-
White papersMacroeconomic Picture - May 2022
United States: the surge in inflation to a multi-decade high is compressing real incomes and could negatively impact consumer confidence, spending and saving behaviour, as some surveys seem to expect. At the same time, companies’ capex intentions remain high, suggesting that, while US consumption may be decelerating, capex should ...
