The Meeting Room: Asia ex-Japan Equity, November 2024

In this webinar, hear from Asia ex-Japan Portfolio Managers, Jonathan Pines, CFA and Sandy Pei, CFA, as they reflect on recent performance, discuss the outlook for the region from a market and portfolio positioning perspective, and learn more about where they view the opportunities in Asia. Video Highlights: Performance and Portfolio Positioning: Reflect on recent […]

Trump win sparks stock rally despite inflation fears

market snapshot

Engagement has a crucial role to play in the green transition

Fast reading Encouraging carbon-intensive companies to implement decarbonisation strategies is crucial to bringing down global emissions and supporting the transition to net zero. Investors are in an important position to affect real change among high-emitting companies through purposeful and effective engagement. The greatest potential for improvement lies with small- and mid-cap (SMID) companies, in our […]

Is the auto sector stuck in second gear?

Fast reading Q2 2024 results revealed a slowing demand for cars, especially in Europe and China, because of elevated interest rates and a soft economic environment. Automotive suppliers are more negatively impacted compared to their original equipment manufacturer (OEM) customers. Protectionist measures in response to the influx of cheap Chinese electric vehicles have created a […]

A guide to fixed income and the US election

Fast reading The race for the House of Representatives and the Senate is also too close to call. The uncertainty has prompted slightly more defensive positioning, at least in the short term. There is a decent cushion to total returns this year. The rate outlook and supportive fundamentals means this is unlikely to change, but […]

Positioning EMD ahead of the US election

EMD report Q3 2024

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 […]

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 […]

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 […]

Global Equity ESG, H1 2024 Report

Fast reading Recent pushback against ESG integration is nothing new; meanwhile, progress on an ever more structured, rigorous approach to sustainable investing continues apace. Principal adverse indicators (PAIs) are useful metrics to demonstrate how investments can negatively affect factors relating to sustainability, from carbon emissions to human rights. We use PAIs to help us measure […]