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Small companies, big opportunities

Published by : Hermes Investment Management

President Trump’s pro-growth agenda, centred on fiscal stimulus, repatriation and de-regulation, should accelerate the US economy in the coming years. Nevertheless, his more measured recent speech to Congress was perhaps the first acknowledgement that the implementation of these policies will likely

Published: 12 April 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Market Focus: Learning to live with the politicians

Published by : Sarasin & Partners

Contrary to expectations, fears over the ‘populist’ political agenda of the last nine months have proved unexpectedly rewarding for UK and global investors. Guy Monson, CIO, examines why markets have chosen to embrace political uncertainty so far, and asks if Article 50 could finally start to

Published: 31 March 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

How can investors advocate for a low carbon economy?

Published by : Sarasin & Partners

The transition to a low carbon economy demands action across the entire economy – particularly in light of President Trump’s threats to extract the US from the Paris Agreement. For investors who accept a responsibility to act, Head of Stewardship Natasha Landell-Mills explores whether divestment

Published: 31 March 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Beyond populism: Investing for the long-term in a changing world

Published by : Sarasin & Partners

Global investment markets are being buffeted by a backlash against the status quo. New powers have been on the rise, campaigning for domestic protectionism in an uncertain world. How will these agendas play out and where can investors find sustainable future profits growth among the changing

Published: 31 March 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

The changing face of income

Published by : Kames Capital

Investment Manager, Vincent McEntegart tells Kames Strategic Insight’s head of content Adam Lewis, that where he has found income over this time period may not necessarily be where he will be looking in the future, as he readies for a potential large shift in markets.

Published: 07 March 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Trump tax changes to march reverse-Yankee bonds forward

Published by : Hermes Investment Management

Fraser Lundie, Co-head of Credit, and Andrey Kuznetsov, Senior Credit Analyst, explore the opportunities provided by reverse Yankees.

Published: 01 March 2017

Business Area: Fixed Income

Type: Other

UK build-to-rent property: a constructive 2017 outlook

Published by : Hermes Investment Management

The case for build-to-rent investment remains strong due to demographic and lifestyle trends, resulting in demand for well-managed accommodation in revitalised city centres.

Published: 01 March 2017

Business Area: Real Estate

Type: Other

Seeking alternative sources of returns

Published by : Sarasin & Partners

Amid heightened political risk and an uncertain growth outlook, many investors are now considering alternative sources of returns. Jamie Fletcher and Alistair Campbell, of the Sarasin Third Party Funds Team, investigate the vast array of strategies available to investors.

Published: 01 March 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Macy’s in a muddle: investing defensively in US retail

Published by : Hermes Investment Management

US retail is under pressure, we responded to this structural change with a defensive trade involving Macy’s, whose flawed strategy for reviving sales has proved one of the least effective in the sector

Published: 24 January 2017

Business Area: Credit

Type: Other

Hermes outlook for Credit in 2017

Published by : Hermes Investment Management

Fraser Lundie, Co-Head of Credit and Senior Credit Portfolio Manager, provides a video update on the team’s outlook for Credit markets going into 2017.

Published: 20 January 2017

Business Area: Credit

Type: Other