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

The tailwinds have arrived – our 2018 outlook for emerging markets

In his new Gemologist publication, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, looks at the tailwinds driving the resurgence of emerging market stocks this year.

“Two years ago, we argued that 2016 was a year of transition for emerging markets (EMs). After five years of underperformance relative to developed markets (DMs), favourable winds were stirring: we saw early signs that the commodity cycle was bottoming out, productivity among EM companies was improving and the US dollar was likely to peak. These forces would strengthen in the coming two years, after which EMs would become a major investment theme. At the outset of 2018, it is clear that the tailwinds have arrived.”

Related articles

Macro Watch
Economic Outlook: Finding Neutral
Thermo Fisher: scalable solutions to real-world problems
Amplified: Impactful intent – meaningful place-making
China’s rise in the new world order
SDG Engagement Equity: 2018 Annual Report

Press Contacts

Jeannie Dumas, Head of Corporate Communications and Shareholder Relations
Melanie Bradley, Head of Investment & Stewardship Communications
Rachael Dowers, Assistant Manager - Corporate Communications
Hannah James, Assistant Manager - Corporate Communications
Harriet Hall, Associate - Corporate Communications