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Authors

  • 28/08/2020
    Equities
    Louise Dudley
    Combining attractive fundamentals and good or improving ESG characteristics
  • Aoifinn Devitt
    We explore our Global Equities team’s unique investment style and whether their philosophy has changed during the coronavirus pandemic.
  • 15/02/2017
    Equities
    Lewis Grant
    Lewis Grant, Senior Portfolio Manager, Global Equities, at Hermes Investment Management, highlights the technology companies hiding behind the glitz and glamour of consumer-facing stocks. While the New Year kicked off in the UK with grey skies and drizzle in the air, in Las Vegas the glitz and glamour of the CES technology show rolled into town. Amongst the razzmatazz of big budget, ground breaking VR products it is easy for investors to become distracted, however, we look beyond the sequins to discover the hidden technologies behind the futuristic gadgets we see at these shows.
  • 07/12/2016
    Equities
    Lewis Grant
    Institutional investors need a greater understanding and education of exclusion lists due to varied and numerous ramifications, according to a new paper by Hermes Investment Management, the £28.6 billion manager focused on delivering superior, sustainable, risk adjusted returns to its clients – responsibly. The report from the firm’s Global Equities team, From faith to fact in ESG exclusions: a behind-the-scenes analysis, models four different approaches to excluding holdings with climate change concerns, while ostensibly meeting the same goal: to produce diverse risk and performance outcomes.