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  • 19/04/2021
    Equities
    Martin Todd
    Announcing the upcoming launch of our Sustainable Global Equity Strategy.
  • Has the coronavirus pandemic resulted in a paradigm shift for responsible investment strategies?
  • 19/08/2020
    Equities
    Martin Todd
    The pandemic has emphasised the need for companies to put digital transformation at the heart of their strategies.
  • 09/12/2019
    Equities
    In this episode of Amplified, Aoifinn Devitt, Head of Investment of Hermes Fund Managers Ireland Limited, and Martin Todd, European Equities Portfolio Manager, discuss the case for investing in Europe today, some of the challenges and opportunities that the region presents, and question some of the prevailing narrative to uncover some hidden opportunities.
  • 06/03/2018
    Equities
    James Rutherford
    Stock markets are capricious in the short-term. Unexpected news flow and temporary factors can trigger bursts of share-price volatility, but leave the long-term fundamentals of companies intact. This is illustrated well by the performance of Pandora, ConvaTec, Nokia and Siemens Gamesa in the last year. While European equities rebounded strongly in the past 12 months as the region’s economic recovery deepened, these four stocks faltered. James Rutherford, Portfolio Manager and Martin Todd, Co-Manager, Hermes European Alpha, at Hermes Investment Management explain why they decided to retain – or add to – these positions and maintain focus on the companies’ prospects for long-term growth. “We aim to not be driven by emotion, but instead examine adverse issues influencing a company’s performance. We seek to understand the nature of these issues – for example, whether they are structural or temporary – and whether we can see a clear road to recovery. This requires discipline and patience, and ultimately helps us look beyond short-term turbulence and keep an evidence-based faith in the ability of our holdings to outperform.”
  • 22/02/2018
    Equities
    James Rutherford
    Four holdings in the European Alpha Fund missed out on a share of the spoils in 2017 – a vintage year for European equities – as they were pummelled by temporary pressures.
  • 17/01/2018
    Equities
    Martin Todd
    A year ago, amid widespread scepticism, we argued for a renaissance in Europe. In 2017, the eurozone recorded its fastest rate of economic growth in a decade, confidence soared and stocks rallied. Today, we revisit the case for European equities and ask: is the future still bright for the region?
  • 02/02/2017
    Equities
    Martin Todd
    Investors have retreated from European stocks throughout 2016, with market sentiment close to its lowest level since the 2011-2012 sovereign debt crisis. Then, as now, political and macroeconomic uncertainty was the source of their anxiety. Amid continued economic torpor, a range of political pressures – including Brexit, the rise of anti-establishment movements that threaten the European construct, and social tensions caused by the migrant crisis – have spurred investors to pull up to €100bn from active European equity funds this year.