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  • 26/04/2019
    Equities
    Tim Crockford
    We examine our exposure to the circular economy theme, with a deep-dive focus on plastics.
  • Tim Crockford
    To find out more view the recording from our latest webinar with Tim Crockford.
  • 05/02/2019
    Equities
    Tim Crockford
    Tim Crockford, Lead Manager of the Strategy, takes a look back at 2018 for the Strategy and discusses what is driving demand for impact investing.
  • 12/06/2018
    Equities
    Tim Crockford
    The global market for automotive sensors is worth more than $26bn – and that figure is expected to jump to $43bn by 2021. In the second instalment of our three-part series on future mobility, we explore how intelligent vehicles can improve safety, increase efficiency and cut emissions. Modern cars are already getting smarter: they can detect and respond to hazardous situations, such as another vehicle slowing suddenly ahead or a pedestrian about to cross the road, by using sensor technology. Sensors are increasingly being used in vehicles as the automotive industry attempts to meet evolving efficiency standards and environmental regulations. Today, vehicles have an average of between 60-100 sensors on board – and recent industry figures suggest that this number is likely to grow to as much as 200, based on current trends. Sensor technology will therefore play an integral role in modernising transportation.
  • 06/06/2018
    Equities
    Tim Crockford
    As the threat of climate change grows, the race is on to power low-carbon economies through energy efficiency, innovation and infrastructure. At the core of this drive toward sustainability is the engineering of future mobility. In the following insight, Tim Crockford, Portfolio Manager of the Hermes Impact Opportunities Fund, identifies four key areas of innovation in future mobility creating a sustainable direction of travel for transport and long-term investment opportunities. Rapid urbanisation, decaying infrastructure, population growth and the effects of climate change continue to challenge our world’s cities. While government must play its part in addressing the problems we face by providing much-needed resources, we are now seeing public markets awaken to the innovative role they can play in creating more efficient and resilient low-carbon economies. The sheer scale of public markets makes them powerful agents of change in generating a positive impact on society and the environment. At the forefront of impact investing, is the philosophy of moving beyond traditional screening methods to capture those companies that are the sustainable leaders of tomorrow. This is the process of driving long-term portfolio returns by unearthing purposeful companies with innovative solutions to meet society’s needs. This provides investors with the ultimate active edge: finding systematically undervalued companies that create long-term solutions to the challenges societies face. As part of our investment process, we align each of our investments with eight key impact themes – one of which is future mobility. This theme illustrates where sustainability trends in transport are unearthing compelling impact opportunities through efficiency, safety and intelligent technology.
  • 24/05/2018
    Equities
    Tim Crockford
    European equities has been an asset class of many false dawns. Tim Crockford, Lead Portfolio Manager of the Hermes Europe ex-UK Equity Fund, discusses what is different this time, in particular looking at how he sees the market and what opportunities there are out there.
  • 08/05/2018
    Equities
    Tim Crockford
    The energy landscape has changed dramatically in the last decade. Since the 2015 Paris Climate Agreement, big energy companies have pledged to reduce their risk of catastrophic climate change by cutting emissions. But as some struggle in the push into green energy, here we explain how Ørsted has undergone one of the biggest transformations in the sector. The push to reduce carbon emissions has had a profound impact on the energy sector. Renewable energy accounted for half of global growth in energy generation in 2017, according to the International Energy Agency. Indeed, energy companies are taking action to transition to a low-carbon world: Royal Dutch Shell has promised to halve the carbon footprint of the energy it sells by 2050 and invest about $500m a year in cleaner technologies. BP has also set emissions targets and intends to spend $1bn-$2bn on its new energies division. But few have undertaken a transformation as radical as current holding Ørsted. Turning black into green Ørsted, formerly DONG Energy, started life as a state-owned energy company when Denmark looked to harness North Sea oil and natural gas resources in the early 1970s. By the 1990s, Ørsted became one of the first movers in then-nascent offshore wind generation, building the world’s first offshore wind farm in 1991. Over the past decade, the company has repositioned its business from oil, gas and coal to renewable energy, including offshore wind.
  • 27/02/2018
    Equities
    Tim Crockford
    Tim Crockford, Lead Manager of the Hermes Impact Opportunities Equity Fund, discusses the fund’s key impact themes. Each of our investments is aligned with one of eight themes, which are focused on improving the lives of people, protecting the planet and boosting prosperity worldwide. Tim also comments on how the team identify the companies in which they are going to invest and how they then gauge and validate the impact that these companies will have on society.
  • 30/01/2018
    Stewardship
    Tim Crockford
    Tim Crockford, Lead Manager of the Hermes Impact Opportunities Strategy discusses the new Hermes Impact Opportunities Equity Fund, commenting on how the portfolio is constructed, the relevance of corporate engagement in the Fund and the role Hermes can play in engaging with impactful companies.
  • Tim Crockford
    Tim Crockford, Lead Manager of the Hermes Impact Opportunities Strategy discusses what differentiates impact investing to earlier forms of responsible investing and what makes Hermes Impact Opportunities different.