All Emerging Market articles – Page 8
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WebinarMid-Year Outlook on 29 June
The second half of 2023 is likely to bring a further deceleration in global economic activity and see major policy interest rates reach their peak. A bright spot is the widening growth advantage that emerging economies look set to enjoy over their developed peers.
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White papersSecular Outlook 2023 - Asset class return forecasts for the next five years
Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.
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White papersEmerging Markets from the Asset Allocator’s View
We’re tactically cautious on developed-market equities with a broadly risk-off stance, but we have a relative preference for emerging-market (EM) stocks over a 6- to 12-month horizon. Valuations aren’t demanding, while muted investor sentiment and generally low EM allocations versus recent history could be strong tactical catalysts—especially in light of China’s reopening.
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White papersBeyond re-opening: the long-term trends to watch in China
The risks and rewards presented by investing in China topped the agenda at Federated Hermes’ Asia and Emerging Markets Investing Forum in London on 13 June.
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White papersIndonesia – unlocking the potential
Dara White, Head of Global Emerging Market Equity, and Krishan Selva, Client Portfolio Manager, look at why the future could continue to be very bright for the country
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Podcast2023 Equity Midyear Outlook: Potential in Emerging Markets
Derrick Irwin, portfolio manager for Allspring’s Intrinsic Emerging Markets Equity team, and Ann Miletti, head of Active Equity and chief diversity officer, discuss emerging markets and why they might be one of the best areas to invest in this year. A more complete discussion can be found in Allspring’s midyear report to investors.
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White papersPositioning: to the rescue of tech stocks
Last week’s focus was on real rates rising while growth stocks kept outperforming value ones. This week we follow up with a focus on one of the potential explanations to this situation: positioning.
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White papersImpact Investing – Global Emerging Markets
“It’s one thing to feel that you are on the right path but it’s another to think that yours is the only path.” Paulo Coelho
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White papersCan a weakening US dollar catalyse an emerging market decade?
A weakening US dollar has historically created a positive backdrop for emerging market equities, with the two asset classes inversely correlated, and a sharp decline in the dollar over recent months has led many to claim its decade-long bull run may be coming to an end.
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White papersIndian assets are poised for growth in investors’ portfolios
Investors’ attention should be turning to India, which has overtaken China as the world’s most populous country. The country has a lot more going for it than just demographics. We expect GDP growth will average 5.2% per year over the next decade, compared with 3.7% for emerging economies, and a modest 1% for developed markets.
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White papersNearshoring: Wall Street buzzword or structural tailwind?
Mexico looks an obvious beneficiary of nearshoring trends as countries move to bring production lines closer to home, with cheaper labour and existing trade partnerships with the US.
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PodcastOuterblue Talks Research - Emerging renaissance
2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback.
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White papersThe case for Chinese equities
China is the only major economy forecast to grow meaningfully this year, albeit from a low base, and domestic equities are trading at a near record-low valuation relative to the rest of the world.
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White papersIs Moore’s Law Dead?
Moore’s Law is entering a new phase with the emergence of cloud computing and 5G connectivity, leading to the development of high-performance computing chips.
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White papersBuilding bridges to India’s future investment opportunities
India’s strong demographics and role in the geopolitical arena make it a long-term opportunity for global investors.
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WebinarFederated Hermes China Equity Strategy webcast
Join portfolio manager, Sandy Pei, for the latest Federated Hermes webinar to hear her current thoughts on China and where the opportunities lie.
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White papersMaking an impact with fixed income
Impact investing is an increasingly compelling consideration for core bond allocations
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White papersEmerging Markets Charts and Views - Springtime for Emerging Markets
While 2022 was a challenging year for Emerging Markets, amid the Fed’s aggressive response to high inflation, we are more constructive for 2023 across four main themes
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White papersQ2 2023 Strategic Investment Outlook: Balancing the Strategic and the Tactical
Balancing different time horizons always presents challenges. It may be intellectually ugly to hold different positions over short horizons and long horizons, but sometimes the macro setup suggests it’s the right way to proceed.
