All Emerging Market articles – Page 2
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White papers
The Turning Tide in Technology
With all the headlines surrounding OpenAI’s recent management turmoil and nVidia’s exceptional earnings, is the market paying enough attention to the signs of recovery in the core bedrock of technology? Is this a harbinger of even better times for the tech sector?
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White papers
Emerging Markets Insights: Easier financial conditions in emerging markets
Easier financial conditions in emerging markets.
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White papers
Global Investment Views - January 2024
”While the year-end rally may offer some tactical opportunities, we keep a sightly cautious view on equities as markets are priced for a Goldilocks scenario.”
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White papers
India outperforming in H2 so far
”India is a long-term story supported by structural factors, domestic demand, and stable policymaking that should offer opportunities in 2024 and beyond.”
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White papers
Emerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world
“Next year, EM growth is expected to decelerate on average to 3.6% from around 4% this year. Importantly, the growth premium in favour of Emerging Markets over Developed Markets is projected to continue widening.”
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White papers
Global Emerging Markets Equity: Outlook 2024
The GEMs Strategy is biased towards growth and quality stocks while being selective on value, and the team believes the recent outperformance of value stocks vs. growth is unsustainable. The Outlook 2024 report outlines how the Strategy is well positioned to generate long-term value.
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White papers
Global Investment Views - December 2023
“The ‘perfect’ scenario priced in by the markets seems a bit excessive. Investors should stay defensive, with a slightly positive stance on duration, a cautious view on equities, and explore long-term value in EM.”
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Webinar
The Meeting Room: Global Emerging Markets Fund
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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Podcast
Outerblue Talks Research – What awaits emerging markets in 2024?
This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen.
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White papers
Emerging Markets Outlook for 2024
”While EM may struggle in a challenging global environment, there are nonetheless advancing structural factors that can benefit some peripheral countries.”
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White papers
Hot Debates for 2024
During the Amundi Investment Seminar, which took place in Rome early in October, we asked our investment professionals questions to help us define a forecast for what 2024 will be like for the economy, geopolitics and investments.
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White papers
Engaging on climate change: an emerging markets equity perspective
Following the publication of the first RBC EM Equity Climate report at the start of October, Portfolio Manager Richard Farrell highlights the importance of integrating climate-related risks and opportunities into the team’s emerging markets equity strategy.
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Video
How Emerging Markets can help pension schemes meet their sustainability objectives
In this video, Fiona Manning and William Scholes, joint Fund Managers of the Premier Miton Emerging Markets Sustainable Fund, joins host, Mark Colegate, to discuss the reasons why they believe pension investors should consider incorporating exposure to emerging market equities in their portfolios as a means to fulfil their commitments towards achieving net-zero emissions targets.
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White papers
Emerging markets: Positive signs even as China slows
The post COVID-19 era has seen a reset in financial markets on many levels – interest rates, geopolitics and growth paradigms. It’s also led to a redrawing of the landscape for emerging markets (EM).
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White papers
India: Liberalization and globalization model driving growth
India’s prime minister is embracing a liberalization and globalization model. While investors are aware of India’s ambitious targets for growth, exports and consumption, they may be less aware of the commitment to innovation and liberalization required to achieve these targets.
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Podcast
Beyond China: The Emerging Markets Opportunity
What do emerging markets look like without China? Derrick Irwin and Joseph Dore discuss the emergence of EM (emerging markets) equity ex China.
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White papers
The four pillars of impact investing and how they work in the real world
Investors can achieve the greatest positive impact with their capital by focusing on four key themes.
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White papers
Cross Asset Investment Strategy - September 2023
Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
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Video
Why invest in emerging markets?
A focus on long-term mega trends rather than near-term noise could serve investors well.
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White papers
Macroeconomic and financial market forecasts - September 2023
Macroeconomic forecasts as of 1 September 2023