The hidden environmental cost of our digital lives
Data is essential to modern life. Any time you use a maps app to navigate, do a Teams meeting at work or watch a doctor call up your health records, data is being consumed. Global data usage is set to grow as the use of digital services continues to expand. Since 2010 the number of […]
SDG Engagement High Yield Credit: 2024 H1 Report
Fast reading In this latest update from the investment and engagement team, we provide a full overview of how our engagements with portfolio companies in the SDG Engagement High Yield Credit portfolio have resulted in change. We include the year in numbers, an investment commentary, and a broad overview of how H1’s engagements link through […]
Deep dive: Hazardous chemicals and their impact on oceans
Chemical pollution includes pollution caused by agri-chemicals, petroleum, pharmaceuticals, heavy metals, and industrial emissions. Hazardous chemicals are substances that can cause adverse effects to both the human health and the environment.1 Per- and polyfluoroalkyl substances (“PFAS”) are a group of synthetic persistent chemicals widely used for waterproofing and non-stick products, with molecules comprising a chain […]
Forests under fire: A call to action to end deforestation
Fast reading Over the past decade, various pledges and funding commitments have recognised the vital roles of forests and the devastating consequences of deforestation. Governments have pledged to restore forests, halt deforestation and channel global forest financing numerous times. Actual progress, however, has been limited. The key to success will be moving beyond pledges to […]
Obesity drugs: a lifeline for global healthcare systems
Scroll to interact with the digital experience. Not all themes are worth following… Life sciences is one of Sustainable Global Equity’s key investment themes. Read about our other investment themes and how our investment process is designed to capture the best opportunities across global equity markets. Read more Share: 1 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf 2 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf 3 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en 4 https://www.nature.com/articles/ijo2012114 5 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en […]
Deep dive: Plastics and their impact on oceans
Understanding the issue Plastic is a synthetic polymer (a group of linked molecules) that has a linear structure and may include additives for specific characteristics. The raw materials that are used to produce plastics can be either fossil fuel (such as gas or crude oil) or bio based (such as cellulose)1. Fossil fuels account for […]
Not all strategies look like ours: Sustainable Global Equity
Video transcript Has the strategy achieved what you set out to achieve in 2021? We set out to deliver through-cycle returns for our investors, and we recognised at the outset that we had come through a decade plus of zero interest rates and easy money, and that narrowly defined investment approaches may not work in […]
AI: Transformative technology 75 years in the making
The pioneering British mathematician and computer scientist Alan Turing predicted in 1950 that by the end of the 20th century, the use of words and general educated opinion would have altered so much that we could all ‘speak of machines thinking without expecting to be contradicted’. He was slightly optimistic with his timeline but if […]
Sustainable Global Equity, Annual Report, 2023-24
Fast reading Investment review, June-to-June Engagement overview Anniversary Q&A: Celebrating three years of the Sustainable Global Equity Strategy ‘Leader’ case study: Nvidia ‘Improver’ case study: LKQ ‘Impact’ case study: Novo Nordisk A high conviction, fundamental strategy targeting sustainable companies: profitable businesses whose products, operations and activities help create a more sustainable future. Sustainable Global Equity, […]
Celebrating three years of the Sustainable Global Equity Strategy
Fast reading Launched three years ago, our Sustainable Global Equity Strategy was designed as a core allocation that employ a sustainability lens to improve long-term financial returns. The portfolio comprises a wide range of company types from growth to quality and value, from small/mid-cap through to mega-cap, and across both developed and emerging markets. Our […]
