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Authors

  • 04/07/2019
    Equities
    Gary Greenberg
    For more than a year, the US and China have been embroiled in a bitter trade war
  • 30/10/2018
    Equities
    Gary Greenberg
    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.
  • 19/06/2018
    Equities
    Gary Greenberg
    From a distance, it is easy to conclude that Egypt is an arid environment for investors. Accounting for only 0.13% of the MSCI Emerging Markets Index, the country is often overlooked given its questionable democracy, high rate of inflation, recent currency devaluation and twin deficits. Since the global financial crisis, Egypt has suffered a difficult decade characterised by political instability and economic turmoil.
  • 16/02/2018
    Equities
    Gary Greenberg
    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.
  • 29/11/2017
    Equities
    Gary Greenberg
    “Companies do not exist in isolation: they use resources from the commons, employ labour and attract customers from towns and cities, and are required to operate under the laws of the land. They influence the lives of far more people than shareholders alone, but unfortunately plenty of businesses act to the detriment of many – including, in the long run, themselves and their investors.”
  • 30/10/2017
    Equities
    Gary Greenberg
    Recent newsflow about China has been dominated by the Communist Party’s five-yearly plenum. But Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, believes the real story of interest for investors is the radical shift from imitation to innovation within the country’s economy.
  • 30/10/2017
    Equities
    Gary Greenberg
    Recent newsflow about China has been dominated by the Communist Party’s five-yearly plenum. But we believe the real story of interest for investors is the radical shift from imitation to innovation within the country’s economy.
  • 04/10/2017
    Equities
    Gary Greenberg
    From its origins 18 years ago, Alibaba has grown to become the world’s largest retailer – surpassing even US giant Walmart – while diversifying into media creation and cloud computing according to Gary Greenberg, Head of Emerging Markets at Hermes Investment Management.
  • 21/08/2017
    Equities
    Gary Greenberg
    As Chinese firms position themselves as innovative leaders on the global stage, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, assesses the impact on the country’s political structure.
  • 16/08/2017
    Equities
    Gary Greenberg
    Hermes Investment Management, the £29.8 billion manager focused on delivering superior, sustainable, risk adjusted returns to its clients – responsibly, announces that planning consent has been granted for its brand new office development and multi-storey car park in Edinburgh’s city centre.
  • 20/04/2017
    Equities
    Gary Greenberg
    Following his outlandish campaign-trail declarations, the popular consensus is that the election of US President Donald Trump will be bad for Mexico. Indeed, with the country facing its own potentially challenging elections, the outlook for the Mexican economy should be decidedly negative.
  • 12/04/2017
    Equities
    Gary Greenberg
    •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