Hermes EOS to raise questions with German automotive manufacturers on climate change related risks
Ahead of the Volkswagen and Daimler annual general meetings on Tuesday 14 May and Wednesday 22 May respectively, Dr Hans-Christoph Hirt, Head of Hermes EOS, outlines Hermes EOS’ voting recommendations and highlights the auto manufacturers’ preparedness for a low-carbon world as the key topic that speakers will raise: Hermes EOS will raise questions about the […]
When China sneezes, will Germany catch a cold?
Despite promising Q1 growth figures, China’s structural slowdown is likely to continue in the medium-term, which leaves one economy feeling the heat more than others: Germany. With demand for its speciality goods falling, Germany finds itself in a compromised position, with its undesirable domestic conditions failing to act as reassurance. Silvia Dall’Angelo, Senior Economist at […]
Fuelling the M&A pipeline in US oil and gas
Two oil and gas companies, Chevron and Occidental, recently submitted proposals to acquire their peer Anadarko. Audra Stundziaite, Deputy Head of Credit Research at Hermes Investment Management, explores the theme of consolidation in the energy sector and asks: will the deal presage a new buying spree in the Permian Basin? A wave of M&A activity has […]
G-Whizz. Investing in the beneficiaries of 5G
It’s true that the speed of technology development feels like it’s getting faster and faster – and that’s because it is. It may have taken humankind until 1969 to put man on the moon, but a modern day programmable toaster has more processing power than the systems used for the Apollo missions. In this note, […]
Five misconceptions of company engagement
The role of an investor in addressing and improving a company’s environmental and social impact through engagement, is being increasingly recognised. However, it remains a young phenomenon for most and therefore many myths around approaches to engagement and a company’s willingness to change exist. In this note, Will Pomroy, Lead Engager of the Hermes SDG Engagement […]
Greater demand for stewardship sees Hermes EOS and ACSI share engagement insight
Hermes Investment Management has today announced that its stewardship and engagement team, Hermes EOS, will work with the Australian Council of Superannuation Investors (ACSI) to provide reciprocal engagement services to their clients and members. Hermes EOS, which provides stewardship services on £26bn of assets for Australian clients, currently provides international engagement services to some ACSI […]
Hermes establishes a footprint in continental Europe by opening offices in Frankfurt and Copenhagen
Hermes Investment Management, the €37.3 billion manager, has today announced that it has opened new offices in Germany and Denmark. The opening of the new offices, based in Frankfurt and Copenhagen, are the natural next steps as the firm has built out an extensive client base across a number of markets in continental Europe, and […]
Ahead of the Curve
Pushing the dovish pivot – the US inflation story
Hermes mitigates Brexit risk by establishing Hermes Fund Managers Ireland Limited
Senior professionals Carol Mahon and Aoifinn Devitt join Hermes Investment Management, the £36 billion manager, has announced that it has established an Irish domiciled management company, Hermes Fund Managers Ireland Limited (HFM Ireland) in response to the risks posed by Brexit as well as the firm’s broader strategic outlook and commercial expansion plans. Therefore, Hermes […]
Investing for the climate is good business
The evidence on the importance of limiting temperature rises to well below 2°C continues to grow and investors will have a crucial role to play in bringing this about, says Hermes Investment Management in its 2018 Carbon Report. Climate change is fast becoming a central theme for investors, both in terms of the risks it […]
