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Avoiding the hype

Published by : Hermes Investment Management

Market behaviour can be extremely erratic which can create a huge amount of uncertainty when predicting the future. In this insight, Lewis Grant, Global Equities Senior Portfolio Manager at Hermes Investment Management, explains why he therefore favours a consistent, boring approach over one that is

Published: 13 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Hermes Impact Quarterly Report Q2 2018

Published by : Hermes Investment Management

The Hermes Impact Opportunities Fund is a high-conviction global equity strategy with a bold objective. It aims to generate long-term outperformance by investing in companies succeeding in their core purpose: to generate value by creating positive and sustainable change that addresses the

Published: 13 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Protectionism: the $1tn question

Published by : Hermes Investment Management

• From a macroeconomic perspective, the first half of the year has seen a tug-of-war between positive economic fundamentals and protectionist threats. This narrative is likely to persist in the second half of the year.

Published: 13 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Investing for a Circular Economy

Published by : Hermes Investment Management

A flood of recent media coverage has highlighted how society’s addiction to plastics is pushing the environment to the limit. But behind the demonisation of plastic itself lies the need for a paradigm shift in the way we produce and consume goods. In this podcast Emma Berntman, Hermes EOS, discusses

Published: 07 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Starting at the source: engaging Trelleborg on sustainable rubber

Published by : Hermes Investment Management

Fuelled by a surge in demand from China, natural-rubber prices spiked in 2011, prompting millions of smallholder farmers to enter the market, with many clearing forests to do so.

Published: 06 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Video: Are credit markets prepared for corporate debt risks?

Published by : Manulife Asset Management

There are major risks on the corporate debt front that investors should pay attention to.

Published: 06 August 2018

Business Area: Risk

Type: Portable Document Format (.pdf)

Video: Market reaction to a possible global trade war

Published by : Manulife Asset Management

Markets have yet to significantly react to the prospect of a global trade war.

Published: 06 August 2018

Business Area: Markets

Type: Portable Document Format (.pdf)

Video: US Dollar outlook

Published by : Manulife Asset Management

The US economy remains one of the strongest in the world, with the US dollar being traded up against the major developed currencies by 6% this year.

Published: 06 August 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

It’s time for UK cyclicals to ring out

Published by : Old Mutual Global Investors

Richard Buxton’s Old Mutual UK Alpha Fund differentiates itself from its peers in several key ways. In relation to the benchmark, it is underweight the relatively expensive consumer goods sector but overweight cheaper, and often ignored, UK cyclical stocks such as banks and mining companies. Learn

Published: 03 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Hermes Podcast: European SME Lending Market

Published by : Hermes Investment Management

Despite ongoing disintermediation in the European direct-lending market, strong origination agreements with banks continue to be vital to access high-quality loans – particularly in the mid-market space. In this podcast Patrick Marshall, Head of Private Debt and CLOs and Laura Vaughan, Head of

Published: 01 August 2018

Business Area: Investments

Type: Portable Document Format (.pdf)