Private Equity insight: The art of the exit
Fast reading The dormancy of the exit market is leaving investors without cash to commit to new opportunities, stagnating private equity allocations within investor portfolios. Against this challenging backdrop, we believe managers that prepare for exits and are able to offer creative liquidity solutions will be among the most successful. A core tenet of our […]
Sky high
The Chicken Little1 predictions that the US Federal Reserve easing cycle would lead to an exodus of assets from liquidity products have been proven wrong. Money market funds across the industry alone have experienced inflows of around US$150bn since the Fed cut rates by 50bps in mid-September to a range of 4.75-5%. It’s another case […]
Do elections move markets?
US election years, such as 2024, tend to be good periods for small and mid-cap (SMID) investors as the higher relative domestic exposure of these companies (c.70-80% versus c.50% for the broader S&P) typically benefits performance. Presidential candidates across the political spectrum recognise that a strong economy wins votes and domestic smaller companies – the […]
Gefährliche Chemikalien und ihre Auswirkungen auf die Ozeane
Chemische Verschmutzung umfasst die Verschmutzung durch Agrarchemikalien, Erdöl, Arzneimittel, Schwermetalle und Industrieemissionen. Gefährliche Chemikalien sind Stoffe, die schädliche Auswirkungen sowohl auf die menschliche Gesundheit als auch auf die Umwelt haben können.1 Per- und Polyfluoralkylsubstanzen (PFAS) sind eine Gruppe synthetischer persistenter Chemikalien, die häufig für Imprägnier- und Antihaftprodukte verwendet werden und deren Moleküle aus einer Kette von miteinander […]
Forests under fire: A call to action to end deforestation
Fast reading Over the past decade, various pledges and funding commitments have recognised the vital roles of forests and the devastating consequences of deforestation. Governments have pledged to restore forests, halt deforestation and channel global forest financing numerous times. Actual progress, however, has been limited. The key to success will be moving beyond pledges to […]
Obesity drugs: a lifeline for global healthcare systems
Scroll to interact with the digital experience. Not all themes are worth following… Life sciences is one of Sustainable Global Equity’s key investment themes. Read about our other investment themes and how our investment process is designed to capture the best opportunities across global equity markets. Read more Share: 1 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf 2 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf 3 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en 4 https://www.nature.com/articles/ijo2012114 5 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en […]
Kunststoffe und ihre Auswirkungen auf die Ozeane
Kunststoff ist ein synthetisches Polymer (eine Gruppe miteinander verbundener Moleküle), das eine lineare Struktur aufweist und Zusatzstoffe für spezifische Eigenschaften enthalten kann. Die Rohstoffe, die zur Herstellung von Kunststoffen verwendet werden, können entweder fossile Brennstoffe (wie Gas oder Rohöl) oder biobasierte Stoffe (wie Cellulose) sein.1 Fossile Brennstoffe machen über 99 % der Rohstoffe für die Kunststoffherstellung aus, […]
The China catalyst
Market snapshot
A falling rate environment
Video transcript In a falling rate interest environment, it’s actually on a flow basis, from an assets under management standpoint, a positive situation in the marketplace for money market funds. Despite what has been thought of from a media perspective as being a wall of cash that will start to exit money market funds in […]
Spectrum Q3 2024: Marvellous medicine
Fast reading While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. The life sciences industry may be equally well positioned to benefit from longer term structural trends. Biotech companies are innovating at breakneck speed, creating products and processes that […]
