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  • 04/07/2019
    Equities
    Gary Greenberg
    For more than a year, the US and China have been embroiled in a bitter trade war
  • 20/06/2019
    Equities
    Gary Greenberg
    Will the blacklisting of Huawei ignite an economic war between the US and China?
  • 18/03/2019
    Equities
    Gary Greenberg
    Gary Greenberg, Head of Global Emerging Markets at Hermes Investment Management, explains why China’s emergence on the global stage poses a genuine threat to US dominance.
  • 14/03/2019
    Equities
    Gary Greenberg
    China’s emergence on the global stage poses a genuine threat to future US dominance
  • 24/01/2019
    Equities
    Gary Greenberg
    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?
  • 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.
  • 23/10/2018
    Equities
    Gary Greenberg
    In this episode of Amplified, Gary Greenberg, Head of Hermes Emerging Markets, discusses the recent weakness in emerging markets – and the opportunities it offers.
  • 11/10/2018
    Equities
    Gary Greenberg
    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.
  • 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.
  • 11/06/2018
    Equities
    Gary Greenberg
    From a distance, it is easy to conclude that Egypt is an arid environment for investors. Being only 0.13% of the MSCI Emerging Markets Index, the country is easily dismissed given its questionable democracy, high rate of inflation, recent currency devaluation and twin deficits.
  • 05/06/2018
    Equities
    Gary Greenberg
    From a distance, it is easy to conclude that Egypt is an arid environment for investors. Being only 0.13% of the MSCI Emerging Markets Index, the country is easily dismissed given its questionable democracy, high rate of inflation, recent currency devaluation and twin deficits. Look closely, and the conditions become more attractive: low labour costs, high literacy levels and a series of economic reforms suggest that real investment opportunities are shimmering on the sands. Key points 1. Since the global financial crisis, Egypt has suffered a difficult decade characterised by political instability and economic turmoil. However, President Abdel Fattah el-Sisi’s recent re-election should help to provide ongoing stability 2. Intervention by the International Monetary Fund in 2017, which resulted in a dramatic devaluation of the Egyptian pound, seems to have set the country on the road to economic recovery, with both debt and inflation being brought under control 3. A range of underlying factors, including energy self-sufficiency– thanks to recently discovered natural gas resources – a youthful demographic and extremely low labour costs, point to a positive future, if stability continues
  • 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.