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Equities

  • August 21, 2019
    Ecommerce in Russia – a moonshot in the making?
    Jasper Wright
    Russia’s ecommerce industry is a rare gem within the troubled wider economy.
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  • August 20, 2019
    Salesforce: investing in a low-carbon future
    Louise Dudley
    Salesforce has cut its net greenhouse gas emissions to zero and delivered a carbon-neutral cloud.
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  • August 12, 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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  • August 7, 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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  • July 16, 2019
    The (new) working world
    Will Pomroy
    Part I: Getting to work on SDG 8
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  • July 16, 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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