Search this website. You can use fund codes to locate specific funds

Looking into 2020 with Hermes

From Brexit and the US presidential race to climate change, we present our outlooks for 2020.

2020 will be another uncertain year. Brexit will rumble on, bringing further volatility and polarising the UK political dialogue; China and US relations will remain tense and concern markets, despite a possible partial trade deal being secured before the end of 2019; and the US presidential race will likely unsettle world markets.

Five years on from the Paris Agreement, the UK will host COP26, the next annual United Nations climate-change summit. Countries are due to present updated plans to keep the global rise in temperature well below 2⁰C.

In our 2020 Outlook, we present our perspectives on equities, fixed income, multi asset, private markets and stewardship for the year ahead. 

More Insights

Adapting to the new normal: crisis management, housing and the future of real estate
How can property managers adapt to the new reality of socially distanced spaces?
Asia ex-Japan Strategy Update: June 2020
Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy in June 2020.
EOS selected by Credit Suisse Pension Fund for stewardship services
Protecting biodiversity through sustainable land use
How do deforestation and industrialised agriculture contribute to biodiversity loss, and why should companies ensure sustainable land use throughout their value chains?
Sharpe Thinking
Markets are weighing up the future in order to make sense of the new normal.
Weekly Credit Insight
Markets are on the mend and multiple indicators suggest that asset allocators are regaining confidence.