Hermes CEO Saker Nusseibeh signs accords on Carbon Pricing and Carbon
Risk Disclosures
Being good is good business
The world is at a tipping point. Responsible investment, once seen as the preserve of niche green investors, is now mainstream under the rubric of environmental, social and governance (ESG) investing and stewardship. Federated Investors, Inc. (NYSE: FII) and Hermes Investment Management are challenging accepted investment dogma and clarifying the confusion about ESG and fiduciary […]
Rising recessionary risks shifts focus to fiscal fallback options
Monetary policy – which did the heavy lifting in the aftermath of the global financial crisis – has reached its limits. As central banks will be unable to provide the same amount of stimulus that they deployed during previous crises, the next downturn will call for a fiscal response. However, in her latest note, Silvia […]
Hermes EOS engages with Deutsche Bank on strategy and control and compliance
Ahead of the Deutsche Bank annual general meeting on Thursday 23 May 2019, Roland Bosch, Senior Engager for Hermes EOS at Hermes Investment Management, highlights the continuing questions about Deutsche Bank’s strategy and its control and compliance functions, and outlines Hermes EOS’ voting recommendations. Hermes EOS has had extensive engagement with Deutsche Bank since 2009 […]
Hermes strengthens private debt platform with new hire
Hermes Investment Management has announced the appointment of Kevin Roche as a Director for Private Debt and CLO’s. Reporting to the Head of Direct Lending, Laura Vaughan, Kevin will be based in London and will work across the private debt platform. The private debt team manage European and UK direct lending strategies focused on senior-secured […]
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 […]
