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

Authors

  • 09/12/2019
    Equities
    Aoifinn Devitt
    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.
  • 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. We looked beyond this volatility, maintaining our focus on the companies’ prospects for long-term growth. As these pressures begin to ease, we ask: have these stocks turned a corner? 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 current holdings Pandora, ConvaTec, Nokia and Siemens Gamesa in the last year.