What might be the enduring impacts of the coronavirus pandemic on emerging-markets businesses?

Please read on for more information and a summary of performance, activity and our investment outlook, from our Portfolio Managers.

In this webinar, Kunjal Gala, Co-Portfolio Manager, on the Hermes Global Emerging Markets Strategy provides an update on the strategy’s position, and assesses the disruptions the Covid-19 health-crisis has had on emerging markets (EMs), especially in China and India.

Our Global Equities team explain the benefit of being a global investor in turbulent times.

How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus?

Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.