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

Q4 Economic Outlook: Learning To Live With Deflation...
Hermes SDG Engagement Equity Fund - H1 2019 report
Women in tech - plugging the leaky pipeline
Delta: from the rear-view mirror to the road ahead (part 1)
Delta: from the rear-view mirror to the road ahead (part 2)
Flexible credit: strategies for all seasons

Press Contacts

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