
Hermes Investment Management
Visit websiteHermes Investment Management is focused on delivering superior, sustainable, risk-adjusted returns - responsibly. Hermes aims to deliver long-term outperformance through active management. Our investment professionals manage equity, fixed income, real estate and alternative portfolios on behalf of a global clientele of institutions and wholesale investors. We are also one of the market leaders in responsible investment advisory services.
Our investment solutions include:
Alternatives
Commodities, Hedge Fund Solutions, Infrastructure and Private Equity
Equities
Asia, Emerging Markets, Europe, Global and Small & Mid Cap
Fixed Income
Global High Yield Bonds, Multi Strategy Credit, UK Government Bonds and UK & Global Inflation-Linked Bonds
Real Estate
International Real Estate, Pooled Funds, Segregated Mandates, UK Real Estate and UK Real Estate Debt
Responsible Investment Services
Corporate Engagement, Intelligent Voting, Public Policy Engagement and PRI
More From Hermes Investment Management
Found 239 resources
Brexit - It’s the final countdown
Company: Hermes Investment Management
With Brexit just over a year away, Hermes Investment Management discusses the road ahead in the final countdown.
When the river runs dry: How General Mills tackles water risk
Company: Hermes Investment Management
Water is one of the most essential natural resources – recognised by the United Nations as a human right and a key input to the global economy. Today, water risks are becoming more apparent in companies’ supply chains. But as some struggle with the complexities of water stewardship, we explain how
Plotting a course for stable income in volatile markets
Company: Hermes Investment Management
While opportunities exist in both liquid and illiquid credit, investors should be heeded to fit a guardrail, as stormier conditions loom on the horizon. From accessing the illiquidity premium to applying overlays to global liquid credit, Andrew Jackson, Head of Fixed Income at Hermes Investment
Economic outlook: Questioning Goldilocks
Company: Hermes Investment Management
The recent weakness of equity markets looks driven more by the drift-up in bond yields, US tightening expectations and what they may mean for future growth, rather than any downturn in the economic data. A testament to recovering, rather than relapsing, economies. The challenge now for markets
The waiting game - four turnaround stocks in Europe
Company: Hermes Investment Management
While European equities rebounded strongly in the past 12 months as the region’s economic recovery deepened, these four stocks faltered. James Rutherford, Portfolio Manager and Martin Todd, Co-Manager, Hermes European Alpha, at Hermes Investment Management explain why they decided to retain – or add
Will inflation-linked bond funds disappoint investors?
Company: Hermes Investment Management
As the fear of rising inflation resurfaces, investors are embracing inflation-linked-bond funds in efforts to preserve capital1. We agree with their motive, but not their course of action: the instruments are more sensitive to interest rates than many people realise and are likely to outperform only
Electric vehicles: An accelerating trend?
Company: Hermes Investment Management
Concern about climate change and air pollution is driving an increasing focus by governments on the environmental impact of the automotive sector. Regulation has become a key driver of innovation, accelerating the move away from the long-dominant internal combustion engine (ICE), with fully electric
The Year of the Dog- Will China lead the pack again?
Company: Hermes Investment Management
Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, doesn’t expect a ‘ruff’ time.
Published: 16 February 2018
Business Area: Emerging Markets
Type: Portable Document Format (.pdf)
Rating: 1 people found this useful
The US yield curve as a predictor of recession: should we trust it this time?
Company: Hermes Investment Management
Historically, the shape of the US Treasury yield curve has proven a reliable indicator of future economic activity. Notably, a curve inversion – when short-term rates exceed long-term yields – has preceded every post-World War II recession.
The tailwinds have arrived: Our 2018 outlook for emerging markets
Company: Hermes Investment Management
Two years ago, we argued that 2016 was a year of transition for emerging markets (EMs). After five years of underperformance relative to developed markets (DMs), favourable winds were stirring: we saw early signs that the commodity cycle was bottoming out, productivity among EM companies was
Published: 08 February 2018
Business Area: Emerging Markets
Type: Portable Document Format (.pdf)
Rating: 2 people found this useful