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

Stewardship: the 2020 vision

We call for a seismic change in the way the investment management industry operates: from one that has for too long focused on short-term returns, at the expense of sustainable wealth creation. In our view, successful stewardship needs to be at the heart of business purpose and inextricably linked to investment decision-making. In order for this to happen, we need a “new normal” in the relationship between asset manager and the companies in which they invest.

Hermes - Stewardship Paper - Saker

More Insights

Macro Watch
Your guide to this week's big economic events.
Weekly Credit Insight
The composition of the high-yield world is likely to be volatile going forward: more issuers could default, while others may be downgraded from investment grade.
Monthly Fund Commentary, October 2019
Please find below a summary of performance, activity and outlook for Hermes Equities from our fund managers.
Harnessing the illiquidity premium: managing liquidity risk in multi-asset credit portfolios
In order to harness the illiquidity premium while remaining mindful of the inherent risks, investors need to challenge assumptions about current liquidity conditions and maintain flexibility and an open mind.
A meeting of minds: fusing fundamental and systematic analyses
We explain why we adopt an integrated investment approach and how it shapes our research agenda.
Upside funk: navigating negative convexity
Strong performance in credit markets since the start of this year means that many high-yield bonds now trade to call.