Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
Tag: Federated Hermes
The FSA Spy market buzz – 4 October 2024
Schroders is hiring, Federated Hermes warns on PE exits, Fidelity thinks China is cheap, Pictet likes, gold and emerging markets, S&P 500 dividend woes, October’s volatility and much more.
Why Federated Hermes is overweight frontier market debt
The emerging asset class is “credit at its best” according to Mohammed Elmi, emerging market debt senior portfolio manager at Federated Hermes.
AI or IA – Artificial intelligence or an Indian allocation?
Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.
Federated Hermes strengthens distribution team
Elizabeth White was one of two new hires Jim Roland, Federated Hermes’ Asia Pacific distribution head, said he was prioritising earlier this year.
The FSA Spy market buzz – 2 August 2024
Sustainable short duration, Gold vs bonds over 50 years, BNP Paribas AM and Axa IM, Schroders’ strong performance, Educational cost pain, Scary smart books, Bouncy markets, the death of ESG and much more.
Emerging market equities: Federated Hermes versus Invesco
As part of FSA’s head-to-head series, we compare the Federated Hermes Global Emerging Markets SMID Equity fund and the Invesco Emerging Markets ex-China fund.
Federated Hermes strengthens private wealth team
The appointment of Calista Ng comes as Federated Hermes is looking to grow its family office and private wealth management offering in the region.
India election outcome doesn’t disrupt its growth story
Modi’s diminished majority raises questions but global asset managers remain bullish on India despite the election result.
Will the ‘Korea discount’ be closed by governance reforms?
While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
