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Authors

  • November 13, 2018
    Equities Stewardship
    Geir Lode
    Companies with good or improving social characteristics have tended to outperform their lower-ranked peers on average by 15bps per month, according to new research from the Global Equities team at Hermes Investment Management.
  • January 20, 2017
    Equities
    Geir Lode
    As the world awaits the inauguration of the 45th President of the United States later today, Geir Lode, Head of Global Equities at Hermes Investment Management, discusses what investors have learnt about Donald Trump’s plans since his surprise election in November. Ahead of the US elections, many investors viewed a Trump victory negatively and markets reacted accordingly, falling sharply in the immediate aftermath of the result. Trump was viewed as a challenge to the world order, a threat to the system that many investors had expected to continue in perpetuity. However it took mere hours for the sentiment to shift as investors began to anticipate a fiscal splurge, with pro-growth policies and a business-first stance viewed as beneficial for the earnings of US companies. The optimism has extended beyond investors, with US consumer sentiment also reacting favourably to the new President-elect.
  • December 1, 2016
    Equities
    Geir Lode
    President-elect Donald Trump broke all the rules on his way to winning the White House. As the world considers the implications of an unorthodox Trump-led administration, Geir Lode, Head of Global Equities at Hermes Investment Management, examines how ‘Trumponomics’ could shape the global economy and investment landscape.