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  • March 14, 2019
    Equities
    Gary Greenberg
    China’s emergence on the global stage poses a genuine threat to future US dominance
  • January 24, 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?
  • October 30, 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.
  • June 27, 2018
    Equities
    Gary Greenberg
    Revelations of corruption and profligacy have undermined the leftist governments of Latin America, angering electorates which have seen economic growth fall with the commodity cycle The political right is resurgent, appealing to a renewed desire for fiscal discipline and sustainable growth based on orthodox economic policies and less reliance on the boom-bust resources trade Stock markets have surged, particularly in Argentina and Brazil, where new centre-right governments aim to implement reforms that should support growth in corporate earnings Is this rally driven by political promises, or are strong foundations for long-term growth being built? We are optimistic but also cognisant that Latin America’s new liberals have plenty of work to do
  • August 16, 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.
  • February 8, 2017
    Equities
    Gary Greenberg
    At Hermes we have long held the belief that the financial system should operate in the interests of its ultimate asset owners, not its various agents.
  • January 27, 2017
    Equities
    Gary Greenberg
    With Chinese New Year now upon us, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, gives his views on China, and what lies ahead in the Year of the Rooster.
  • January 23, 2017
    Equities
    Gary Greenberg
    In their latest Gemologist publication, Gary Greenberg, Head of Emerging Markets and Kunjal Gala, Senior Analyst, assess India’s ability to modernise and truly emerge. “The futuristic architecture and glass towers of Shanghai and Seoul defy old stereotypes about emerging markets. But investors heading into Mumbai from the airport, confronted with searing poverty and pollution, could be forgiven for questioning the talk of Asia’s economic miracle taking root in India. We would encourage them to take a broader view: although corruption and inequality remain endemic, there are signs of profound long-term change.”