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 […]
Deep dive: Plastics and their impact on oceans
Plastic is a synthetic polymer (a group of linked molecules) that has a linear structure and may include additives for specific characteristics. The raw materials that are used to produce plastics can be either fossil fuel (such as gas or crude oil) or bio based (such as cellulose)1. Fossil fuels account for over 99% of […]
Not all strategies look like ours: Sustainable Global Equity
Video transcript Has the strategy achieved what you set out to achieve in 2021? We set out to deliver through-cycle returns for our investors, and we recognised at the outset that we had come through a decade plus of zero interest rates and easy money, and that narrowly defined investment approaches may not work in […]
IA: una tecnología transformadora con 75 años de desarrollo
El pionero matemático e informático británico Alan Turing predijo en 1950 que, a finales del siglo XX, el uso de las palabras y las opiniones formadas generales habría cambiado tanto que todos podríamos afirmar que «habrá máquinas que piensan por sí mismas sin esperar que nos contradigan». Era un poco optimista en cuanto a la fecha, […]
Sustainable Global Equity, Annual Report, 2023-24
Fast reading Investment review, June-to-June Engagement overview Anniversary Q&A: Celebrating three years of the Sustainable Global Equity Strategy ‘Leader’ case study: Nvidia ‘Improver’ case study: LKQ ‘Impact’ case study: Novo Nordisk A high conviction, fundamental strategy targeting sustainable companies: profitable businesses whose products, operations and activities help create a more sustainable future. Sustainable Global Equity, […]
Celebramos tres años de la estrategia de renta variable global sostenible
Lectura rápida: Lanzada hace tres años, nuestra estrategia de renta variable global sostenible se concibió como una asignación principal que emplea una perspectiva de sostenibilidad para mejorar la rentabilidad financiera a largo plazo. La cartera comprende una amplia gama de empresas de distintos tipos: desde crecimiento hasta calidad y valor; empresas de pequeña y mediana […]
Fund Selector Masterclass – Global Equities
Learning outcomes: Mega cap tech stocks: threat or opportunity for global investors Identifying and pricing innovation and sustainable companies The role of human capital in generating high returns to investors Fund Selector: Richard Rainback, EFG Speakers: Fred Mahon, Fund Manager, Human Capital Fund, Church House Mikhail Zverev, Fund Manager, Amati Global Innovation Fund, Amati Global […]
Today’s healthcare treatment, tomorrow’s healthcare innovation
Fast reading: The healthcare sector is set for continued expansion on the back of ongoing population growth, higher life expectancy, improved availability, continuing innovation and increased personal and institutional spending power. As well as benefiting from this structural growth, life sciences businesses such as contract development and manufacturing organisations (CDMOs) and healthcare equipment providers are […]
Sustainable Global Equity, 2023
Fast reading: Investment review, 2023 Engagement overview: 59 engagement objectives with 42 companies engaged Thematic focus: How life sciences are enabling today’s healthcare treatment – and tomorrow’s healthcare innovation Engagement case study: Lonza Group Engagement case study: Thermo Fisher Sustainable Global Equity, 2023 Download Archive: Please view previous reports below: Sustainable Global Equity, June 2022-23 […]
