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Equities

  • 12/08/2019
    Russian ecommerce: moonshot thinking?
    Jasper Wright
    During a recent research trip to Russia, we confirmed our view that the nation’s ecommerce industry is a rare gem within the troubled wider economy.
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  • 07/08/2019
    Impact Report, Q2 2019
    Tim Crockford
    In our latest Quarterly Impact Report, we examine the Hermes SDG Taxonomy.
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  • 07/08/2019
    Half-time: Europe ex-UK outperforms in H1
    Tim Crockford
    How has our Europe ex-UK fund fared so far this year, and what can we expect for the rest of 2019?
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  • 16/07/2019
    The (new) working world
    Will Pomroy
    Part I: Getting to work on SDG 8
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  • 16/07/2019
    Industry ESG scores for small and mid-cap companies can be misleading
    Hamish Galpin
    Hamish Galpin, Lead Manager of the Hermes SDG Engagement Equity Fund at Hermes Investment Management, explains why reliance on ESG data can give rise to a misleading picture of smaller companies’ true ESG credentials.
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  • 04/07/2019
    US-China – the geopolitical conflict of our times
    Gary Greenberg
    For more than a year, the US and China have been embroiled in a bitter trade war
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