Search this website. You can use fund codes to locate specific funds

Paradise, purgatory or the pit: what can DM managers learn from EM managers?
  • Can financial markets predict the future?
    During some pivotal episodes in modern history, investors have collectively made disastrously wrong forecasts. Hollywood, meanwhile, has envisaged events to come with more clarity
  • After more than three decades, the largely benign macroeconomic environment in developed markets seems to be changing for the worse. This requires investors to dust off old analytical toolkits still used by emerging markets managers for top-down research
  • We illustrate how top-down analysis can inform a bottom-up stock portfolio and provide an emerging markets outlook for the next two years – which seems calm relative to the tumult of the world political economy

Related articles

Public Engagement Report, Q3 2018
Macro Watch
UK 'bulks': weighty opportunities in a slim sector
Hermes Chief Executive Saker Nusseibeh responds to Brexit vote
Hermes mitigates Brexit risk by establishing Hermes Fund Managers Ireland Limited
Controlling disruption exposure increasingly important in high-yield portfolios

Sales contacts

Antonis Maggoutas, Head of Business Development, Germany & Austria
Valentin Richter, Associate Director - Business Development, Germany & Austria