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Authors

  • February 9, 2018
    Stewardship
    Andrew Parry
    Andrew Parry, Head of Sustainable Investing at Hermes explains how the generational shift is happening in Sustainable Investing.
  • December 22, 2017
    Stewardship
    Andrew Parry
    Andrew Parry, Head of Sustainable Investing, Equities Management explains the importance of sustainability at Hermes.
  • June 21, 2017
    Equities
    Andrew Parry
    A remarkable transformation is underway in the corporate and investment world: an awareness among businesses and shareholders of the need to create a sustainable and resilient world, combined with a recognition that this can enhance, not detract from, long term portfolio returns. This is a significant opportunity for change, irrespective of the political forces that often seem to work in opposition to these interests, and is epitomised by the ability of the UN Sustainable Development Goals (SDGs) to capture the imagination of companies and investors. The scope of the opportunity The interest in long-term sustainability – for businesses and the planet – is indicative of a sea change in opinion on the role of environmental, social and governance (ESG) considerations in investment approaches. No longer is it a case of portfolio managers arguing why they focus on ESG issues: they must now justify why they do not. For instance, to win an equity mandate from a European asset owner, a fund manager is expected to integrate ESG research into their investment process.
  • March 9, 2017
    Equities
    Andrew Parry
    With a complex web of macroeconomic challenges currently destabilising societies and economies, the impact of business operations has come under more scrutiny than ever. At the same time, interest in sustainable investment has grown exponentially, as investors and their clients seek to understand how they influence the well-being of the planet and society. Taking a sustainable approach can not only benefit society and the environment but can also make businesses more resilient and strengthen their performance in the long term.
  • February 1, 2016
    Equities Stewardship
    Andrew Parry
    With many indices now labelled bear markets after a traumatic start to the year, Andrew Parry, Head of Equities notes it is important to recognise that long-term investment returns are gradually rising, not falling, and that an adjustment was needed, as global quantitative easing had led to elevated valuations in most asset markets. US rates more influential than China turbulence: Previously, we have said that elevated volatility was the only market prediction that we were certain about. We maintain this view largely because of the “denominator problem”: with official rates hovering near zero and longer term rates suppressed, small changes in interest rate expectations can lead to significant swings in asset prices.