All Emerging Market articles – Page 8
-
White papers
More Volatility Ahead? Buckle Up with Defensive Equities
After a tumultuous 2022, investors are hoping for an eventual end to monetary tightening, and with it, a reprieve from brutal market volatility. But since corporate earnings are still adjusting to a new regime, the road will be bumpy. What can equity investors do to reduce risk?
-
White papers
China’s Growth and Policy Priorities Pave New Paths to Equities
From COVID lockdowns to a property crisis, China’s economy suffered major shocks in 2022. But as the world’s most populous nation rapidly reopens its economy, we believe China will present attractive opportunities—particularly for investors who are prepared to understand its nuances.
-
Video
Emerging markets set to turn a corner?
In our latest video insight, Kunjal Gala, head of Emerging Markets at Federated Hermes, outlines the prospects for emerging markets in 2023.
-
White papers
Emerging Market Insights: Optimism on 2023 outlook
We are optimistic that emerging markets, in particular Chinese equities, can post positive returns in 2023.
-
White papers
Why the outlook for bonds is improving
Bonds are poised to deliver better risk-adjusted returns than equities over the next 12 months.
-
White papers
Prospects for emerging equities are encouraging
Next year is likely to be a relatively lacklustre one for global equities. But that would still be a major improvement on the dismal 2022.
-
White papers
What 2023 holds for equities and bond investors
2023 will be a year when the investment environment slowly gets back to normality. Inflation will come down – even if not quite as fast as the market seems to expect. Economies will struggle for growth, but manage to stave off a deep downturn.
-
White papers
Macroeconomic Picture - January 2023
United States: the US economy is showing signs of deceleration, with restrictive monetary policy starting to weigh on activity and progressively dragging growth below potential.
-
White papers
Global Macro Outlook - First Quarter 2023
After a year defined by inflation and the policy response to it, we expect 2023 to be a year of transition. The timing of that transition, however, remains unclear and is likely to be defined by the amount of damage done to the economy by this tightening cycle.
-
White papers
Global Investment Views - January 2023
The bear market rally materialised, but strong US November job market data cooled the markets’ dovish narrative, creating a mixed picture for US inflation, given that the service components remain sticky. The Fed, for its part, slowed the pace of rate hikes, but reiterated that its job is far from over. We believe central banks, including the ECB, will be walking a policy tightrope, as risks of mistakes are high.
-
White papers
Beyond reopening: China’s transformation
Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year, says James Cook, Investment Director for Global Emerging Markets at Federated Hermes Limited.
-
White papers
2023 emerging market equity outlook: Several catalysts point to a potential rebound
In our analysis, emerging market (EM) equities may have an asymmetric return profile in 2023 given several catalysts, including peaking inflation, the potential for a weaker US dollar, recession risks in the United States and EU, and a shift in policies in China from zero-COVID toward growth. Get Franklin Templeton Emerging Markets Equity 2023 outlook.
-
Webinar
The Meeting Room: Global Emerging Markets Fund, December 2022
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
-
White papers
Will Brazil’s outperformance continue under Lula?
Latin America’s largest economy has been an emerging market ‘safe haven’ this year on the back of elevated commodity prices and the central bank’s move to hike fast and early.
-
White papers
Party on: China’s congress that changed everything
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the positive actions taken by China’s governing authorities since the 20th National Congress to ease its deteriorating macro picture and consider whether this could be good news for Chinese assets.
-
White papers
EM equities: Three things we are thinking about today
China reaches an inflection point.
-
White papers
Uruguay’s experiment in sovereign sustainability-linked bonds
Uruguay has made strides in ESG (environmental, social and governance) investing with the issuance of a sustainability-linked bond (SLB), making it only the second sovereign issuer to do so.
-
White papers
Long-term capital market expectations: Brighter times ahead
Franklin Templeton Investment Solutions capital market expectations (CME) are designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.
-
White papers
2023 global macro outlook: Looking toward a non-dollar asset recovery
Templeton Global Macro: The greatest areas of value in sovereign bond markets may be found in non-dollar assets, especially in Asia and specific local-currency emerging markets.
-
White papers
Lula is back and already scoring goals
Lula netted a goal in Egypt at COP27 in the fight against climate change. However, it was an own-goal on the spending front that unsettled the markets and threw doubt on expectations of a prudently populist policy direction. We still believe Lula’s policies will be of a centre-left nature, with the help of the markets, though risks have risen.