In this podcast, Gary Greenberg, head of Emerging Markets (EM) at Hermes Investment Management and manager of the U$4.4 billion Hermes Emerging Market Equities Fund provides his current views on the state of EM markets. Gary outlines where he is currently finding value for his portfolio and the key factors for his stock selection process. He highlights some of the macro “noise” that he believes may be distracting investors and points out the headwinds that are most significant for him. Gary also outlines issues around liquidity, capacity and how ESG considerations formulate part of his investment process. Running Order Run