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

Federated Hermes adds sales expert Mike Daly to UK Wholesale team
Economic Outlook: can things ‘only get better’?
Three wishes for tomorrow’s UK Budget
Infrastructure team realises its 50% interest in Braes of Doune wind farm
Under Pressure? 5 dynamics shaping the inflation outlook
All eyes on Sustainability this Earnings Season

Press Contacts

Johnny Weir, Head of Corporate Communications
Rachael Dowers, Manager - Corporate Communications
Hannah Bellfield, Assistant Manager - Corporate Communications
Harriet Hall, Associate - Corporate Communications