All Emerging Market articles – Page 5
-
White papersGlobal 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.”
-
WebinarThe 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.
-
PodcastOuterblue 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.
-
White papersEmerging 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.”
-
White papersHot 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.
-
White papersEngaging 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.
-
White papersEmerging 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).
-
PodcastBeyond 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.
-
White papersThe 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.
-
White papersCross 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.
-
VideoWhy invest in emerging markets?
A focus on long-term mega trends rather than near-term noise could serve investors well.
-
White papersMacroeconomic and financial market forecasts - September 2023
Macroeconomic forecasts as of 1 September 2023
-
White papersMacroeconomics, 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.
-
White papersThe Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
-
White papersInvesting in climate change: Private markets key to real impact
Finding the investment opportunities that can most meaningfully contribute to the fight against climate change means understanding the vital role of private markets.
-
White papersIs emerging market private equity the most effective way to invest for impact?
Kicking off a debate over how best to make meaningful change through investment, we explore private equity’s unmatched ability to deliver capital to the places it’s needed most.
-
White papersNavigating China’s economic turbulence
As China’s economic woes mount, we outline the GEMs Fund’s positioning and discuss our outlook for the country.
-
White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
-
White papersEmbracing Change in Chinese Equity Markets: Q&A with John Lin, Chief Investment Officer—China Equities
The AB China A Shares Equity Portfolio has been focusing on China onshore stock exchanges since the strategy was launched in 2009. In this brief interview, portfolio manager John Lin explains how the fund’s consistent, value-driven approach has helped the portfolio navigate this highly complex and fast-evolving market.
-
White papersMacroeconomics, Geopolitics, and Strategy - July/August 2023
The United Kingdom is the only advanced country with wage growth above core inflation, risking a wage-price spiral. Inflation is broad-based and expected to remain much higher than in the rest of the G7, above 6.0% in 2023 and well above 3.0% by end-2024. Growth will be flat at best, but all risks point to the downside.
