Beyond reopening: China’s transformation
Emerging markets have lagged developed markets this year by 6%, with China reflecting the most notable drag at -26%. However, China stocks are enjoying something of a ‘Santa rally’ amid hope Beijing will relax its strict Covid-19 measures and fully reopen its economy. The MSCI China Index jumped by 29% in November1 to deliver its best […]
Spectrum, Q4 2022
Inflation, one year on
India’s star shines as stocks reach an all-time high
market snapshot
China enters ’new phase‘ of Covid recovery following civil unrest
market snapshot
The Federated Hermes 2023 Outlook
Read our Federated Hermes 2023 Outlook where our experts from across our investment floor give their views on how the following eight key themes will play out next year for their respective asset classes: Inflation Geopolitics Energy Tech ESG Biodiversity China Cost of Living Share:
Fiorino: Leverage will tear us apart, again
On November 8, the blood moon eclipse pushed more earthbound topics – such as war, inflation and near collapse of the UK financial system – momentarily to the sidelines as people around the world paused to marvel at the blushed red hues of our nearest celestial neighbour. Some may have gazed up and wondered how […]
Has the dollar hit its high-water mark?
market snapshot
Will Brazil’s outperformance continue under Lula?
Brazil is at the end of its monetary tightening cycle; inflation is slowing down, and the country is richly endowed in energy and commodities. Since the start of the war in Ukraine, Brazil has seen inflows worth about US$9bn into local equities. For bond markets, Lula’s victory in the presidential election could mean a shift […]
China stocks rally on property support and Biden-Xi meeting
market snapshot
Markets bounce on hopes US inflation has peaked
market snapshot
