All Emerging Market articles – Page 15
-
White papersEngagement Spotlight: Seeking Improved Disclosure in Japan
This week, Neuberger Berman has announced that the firm is seeking improved disclosure from Daibiru Corporation regarding its decision to support its parent company and controlling shareholder, Mitsui O.S.K. Lines’ tender offer.
-
White papersSelect emerging markets set to stand out amid the global tightening cycle in 2022
Templeton Global Macro: the promise of a full recovery in 2021 feels like unfinished business. We expect to get closer to that realized recovery in 2022.
-
White papersShooting the rapids in 2022 – Our investment outlook in an infographic
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity, and a slowing economic recovery?
-
White papersThe Beginning of the Beginning: Byte, Atom, Gene
Franklin Equity Group is excited about the future; whatever the new year brings, we anticipate enhancements to our ways of life.
-
White papersThe Decarbonizarion Challenge & Path Toward Green Steel
The global steel industry is presented with a number of challenges to reduce its carbon footprint, and this is especially true in emerging markets.
-
White papersMarkets Gird for Reduced Liquidity
ClearBridge Investments continue to recommend a balanced approach to the markets, including both growth and value stocks and with an emphasis on quality companies.
-
Podcast2022 Outlook Series: Investing Through Climate Risk
Climate change is already having material impacts on public and private asset classes across developed and emerging markets.
-
White papersMacro Views: Central Banks in the spotlight
Following the extraordinary monetary and fiscal stimulus and resulting economic boom stemming from the pandemic, inflation risk increased significantly, forcing central banks to acknowledge its non-transitory nature.
-
White papersEmerging markets: Tech trends and more in 2022 and beyond
Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness.
-
White papersEmerging Markets: A Constructive 2022 in Sight
Companies with structural growth drivers aligned with digitalization, decarbonization and other transformative trends will emerge as the long-term winners.
-
White papersGlobal Growth Equities in 2022: One Step Forward, One Step Back
The tug of war between value and growth stocks will almost certainly persist, but there are long-term opportunities in growth stocks globally.
-
White papersLiquidity Stress Testing in Asset Management - Part 4. A Step-by-step Practical Guide
This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions.
-
White papersEconomic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the “top-down” and “bottom-up.”
-
White papersMarket Scenarios and Risks - December 2021
We change the narrative and the probabilities of the scenarios in line with our 2022 Outlook. The central scenario assumes that Covid becomes endemic with multiple waves albeit manageable, fiscal levers remain significant and tied to monetary policy and growth comes back to potential in 2023.a
-
White papersReal Rates Are the Key to This Cycle
Most of the consensus trades for 2021 failed in the second half of the year, and we think understanding why could be critical to unlocking the rest of this unique cycle.
-
WebinarThe Meeting Room Webcast: Global Emerging Markets SMID, November 2021
Listen to the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Global Emerging Markets SMID.
-
White papersOur Worst Fears Realized or Another Variant We May Be Able to Handle?
While too early to tell, the markets are taking this seriously as should we all. Unfortunately, this is not the post-Thanksgiving COVID note we had hoped to write, though spikes in U.S. cases were highly anticipated post family gatherings. We now have a new emerging variant to discuss, the concern that has kept us up at night may now be realized…
-
White papersLessons from COP26: Deforestation pledge a ‘pivotal moment’
Despite landmark deals, work must be done to ensure emerging markets get back on track with climate fixing efforts after pandemic hurdle.
-
White papersEM inflation elevated but still relatively contained; local markets could offer relative value
The gap between emerging market (EM) inflation over developed market (DM) inflation has remained contained this time, in part due to weak economic conditions, muted domestic credit creation and proactive EM central banks. Tighter EM financial conditions should anchor longer term EM inflation expectations.
-
VideoUnderstanding China Market Dynamics
We believe having on the ground insight is key to understanding local market dynamics. Listen to the latest insights from Ning Meng, China A-Share Strategy Leader based in Shanghai, as he talks to Joe Amato, President and Chief Investment Officer—Equities, about the recent dynamics in China markets.
