Implementing ESG in Emerging Markets

Gary Greenberg, head of emerging markets at Hermes Investment Management, discusses the importance for investors to engage with companies in emerging markets to help them exert a positive influence on the world. In Morningstar, he highlights Hermes’ engagement with Mexican and Russian banks and Brazilian companies. Link

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China’s bond market poised for flood of foreign capital

Rob Drijkoningen, co-head of emerging markets at Neuberger Berman, is excited at the possibility that China’s bond markets may be included in global indices next year. He notes in the Financial Times that there is potential for “at least $250bn-$300bn to flood into China”. Link

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Why the new Fed chief might hit pause

Thanos Bardas, portfolio manager, head of interest rates and sovereigns at Neuberger Berman, reacts to the Federal Reserve rate hike. In FE Trustnet, he explains why the next Federal Reserve chair might hold off increasing rates immediately. Link

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‘Reformed’ emerging markets more resilient to Fed action

Hartwig Kos, CIO and co-head of multi-asset at SYZ Asset Management, discusses the impact of Federal Reserve rate hikes on emerging markets. In Investment Europe, he explains why emerging market economies are more resilient today to US monetary policy tightening. Link

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Neuberger Berman hires chief data scientist

Joseph Amato, president and CIO of equities at Neuberger Berman, discusses the importance of harnessing big data as the firm appoints Michael Reece as its first chief data scientist. In Citywire Selector, Amato notes it will help Neuberger Berman discern mid- and long-term trends and support investment decision-making. Link

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How to win big in the commodities race

Richard Robinson, manager of the Ashburton Global Energy fund, discusses the electric vehicle market and the factors that may hold it back. In Citywire Selector, he explains the constrained supply of certain commodities like cobalt and the reliance on coal power for electricity generation will become increasingly challenging. Link

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