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Equities

  • 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.
  • 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
  • 26/06/2019
    Opportunity strikes – A postcard from Taiwan
    Kunjal Gala
    On a recent research trip to Taiwan, Kunjal Gala...
  • 20/06/2019
    Banning Huawei: an act of economic war
    Gary Greenberg
    Will the blacklisting of Huawei ignite an economic war between the US and China?
  • 24/05/2019
    Modi’s victory: a mandate for further Indian economic reform
    Kunjal Gala
    As Narendra Modi wins a second term, we assess India's economic progress under his leadership and what work remains.
  • 23/05/2019
    Go to the source: ESG integration in SMID equities
    Will Pomroy
    To accurately capture the ESG risks of small- and mid-cap stocks, investors should analyse the companies themselves.