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Economic Outlook: Japanification

More Insights

Sharpe Thinking
The past week has seen sporadic bursts of positive market sentiment, amid a constant volley of new data.
Fixed income: a focus on fundamentals favours the brave
Are there opportunities for investors to find securities that have become dislocated from their intrinsic value?
Weekly Credit Insight
After delivering strong returns in 2019, the high-yield market has taken a beating this year.
Global Emerging Markets update: March 2020
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.
How can companies mitigate the worst impacts of the coronavirus?
Board members should take a proactive role in crisis management.
Global Equities: a disciplined approach to market uncertainty
Our Global Equities team explain the benefit of being a global investor in turbulent times.