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

Webinar: Emerging markets outlook 2019

Emerging markets are broader – and better – than the crisis-stricken economies that dominated newsflow in 2018. But after a year of tumult, how will emerging markets fare in 2019?

To find out more listen to the recording from our latest webinar with Gary Greenberg, Head of Hermes Emerging Markets, and Kunjal Gala, Co-Portfolio Manager.  

GEMs Webinar 2018 review and 2019 outlook
GEMs Webinar 2018 review and 2019 outlook

More Insights

US-China - the geopolitical conflict of our times
For more than a year, the US and China have been embroiled in a bitter trade war
Banning Huawei: an act of economic war
Will the blacklisting of Huawei ignite an economic war between the US and China?
US v China: the real agenda behind the trade war
China’s emergence on the global stage poses a genuine threat to future US dominance
Short-term Volatility Masks Underlying Strength In EM
The tailwinds supporting emerging markets (EM) through the early part of the year gave way to headwinds and headlines of trade disputes, spiralling currencies and declining growth rates over the summer. In his latest note, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, explores the macro fundamentals underpinning the EM business environment, which remain more robust than the recent volatility might suggest.
Amplified: Finding value in emerging markets
In this episode of Amplified, Gary Greenberg, Head of Hermes Emerging Markets, discusses the recent weakness in emerging markets – and the opportunities it offers.
Emerging markets: taking stock
In this issue of Gemologist, we assess the obvious weaknesses in EMs, the less obvious forces acting in their favour, explain how we have adapted to the turnaround in 2018 so far and present our convictions in selected portfolio companies.