All Emerging Market articles – Page 43
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White papersShock and Awe
Does this week’s multitrillion-dollar shot in the arm vaccinate the economy against the worst impact of COVID-19?
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White papersSpotlight on fixed income - The value view – finding opportunities in adversity
Asset markets have been subject to extreme volatility in recent days. M&G’s institutional public debt team has been maintaining a close watch on credit markets with a view to identifying attractive opportunities.
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White papersGlobal Equities: a disciplined approach to market uncertainty
From the impact of the coronavirus to their unique investing style, our Global Equities team explain how they are navigating the current market volatility.
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White papersOne Quarter Or Two?
Markets will stabilize when investors start to focus on the same question.
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White papersOne month for the history books
Global equities (MSCI World) have lost 30% since the 19th of February, as the Chinese sanitary crisis morphed into a Global Covid Crisis (GCC). This is the fastest sell-off ever. The drawdown has cut $24 trillion from the global equity market capitalisation – more than the annual US GDP! Investors are scared and praying that the contagion of the coronavirus will slow. But for now the pandemic crisis is still worsening: in the 7 days to 19 March, the total numbers of cases, now 235k, has increased at an average 9% per day.
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White papersGold at the End of the Government’s Rainbow
Initial claims show the first impact on the U.S. labor market and are likely to increase, the second U.S. stimulus package is in the books and a third is on the way while the ECB announces a Pandemic Emergency Purchase Program.
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White papersQuarterly Economic Outlook: Keeping the Punch Bowl Filled
In his latest Economic Outlook, Senior Economic Adviser to the International business of Federated Hermes, Neil Williams, looks at the arguments for keeping the punch bowl of central-bank liquidity filled, and warns that we may only be half way through our current era of cheap money.
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White papersFundamentals: making sense of current market conditions in Asia ex Japan
How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus? What will the long-term impact be on stocks?
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White papersSharpe Thinking: managing coronavirus volatility
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent team ensuring that our strategies perform in the best interest of clients.
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White papersEmergency Landing to the Zero Bound
Two weeks after reducing its policy rate by 50 bps to 1.25%, the Federal Reserve met Sunday in lieu of its scheduled meeting on March 18th and cut rates by a further 100 bps, effectively returning to the zero lower bound. The central bank also announced a host of other measures aimed at supporting the financial markets, and by extension, the real economy.
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White papersThe credit-market breakup: it’s not V, it’s U
What should fixed-income investors read into the recent moves in markets and how should they respond in the near, medium and longer term? In an atmosphere of uncertainty, we consider how a bias towards higher-quality credit and a flexible approach to protecting against the downside can help investors weather any further turbulence.
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White papersAsia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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White papersCOVID-19 contagion, the latest updates
The Coronavirus crisis continues to unravel, with investors worrying about the economic impact, on top of the human cost. In the week to 8 March the number of cases increased by 723 in China and more than 18,000 in the rest of the world (RoW). While still rising, the number of cases in China is flattening out.
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White papersPrepare for the Long Haul
Why the major uncertainties twisting markets out of shape today are likely to persist for months.
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White papersHow Will the Coronavirus Impact World Economies?
The coronavirus is dominating the news and sparking panic in markets. We believe the options for policymakers are clear—but will they implement them?
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White papersMarket Perspectives - Viral uncertainties March 2020
The Covid-19 virus is turning from a regional health crisis to a global issue; uncertainties about the global economic impact have been rising sharply. After weeks of resilience, equity markets have sold off in late February, catching up with the safe-haven rally in core bonds seen earlier.
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White papersUS Equity Valuations Rebooted by Coronavirus
After recent sharp declines, US stock valuations look more attractive, especially compared with bonds. While the current volatility is unsettling, heightened uncertainty over earnings because of the coronavirus crisis could create opportunities for long-term investors who distinguish between winners and losers from the shock.
