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Authors

  • 12/01/2021
    Equities
    Lewis Grant
    New research from the Global Equities team at the international business of Federated Hermes shows that companies with good or improving social practices can potentially add up to 17bps each month to returns.
  • Lewis Grant
    Looking at the extreme market events of the past 12 months can provide some valuable insights for investors.
  • Lewis Grant
    We examine how ESG factors have behaved during the ongoing coronavirus pandemic.
  • 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.
  • Louise Dudley
    Our Global Equities team explain the benefit of being a global investor in turbulent times.
  • 29/11/2019
    Equities
    Lewis Grant
    We explain why we adopt an integrated investment approach and how it shapes our research agenda.
  • 21/05/2019
    Equities
    Louise Dudley
    We examine how ESG investing has powered into the mainstream since 2014.
  • 21/05/2019
    Equities
    Lewis Grant
    Today, we look back on six years of Global Equity ESG.
  • 05/11/2018
    Equities
    Lewis Grant
    Our seminal paper, ESG investing: does it just make you feel good, or is it actually good for your portfolio?, published in 2014, demonstrated the performance benefits of integrating environmental, social and governance (ESG) factors into investment decisions. 
  • 13/08/2018
    Equities
    Lewis Grant
    Market behaviour can be extremely erratic which can create a huge amount of uncertainty when predicting the future. In this insight, Lewis Grant, Global Equities Senior Portfolio Manager at Hermes Investment Management, explains why he therefore favours a consistent, boring approach over one that is fuelled by sentiment and hype. Excitement in investment is rarely a good thing. It can create hype which in turn can lead to irrational behaviour. If we take Bitcoin as an example, hype around investment in the cryptocurrency drove the asset class to grow at a phenomenal rate and for a while, this sentiment-led growth may have left investors feeling excited about potential returns. Price momentum can act as an incredibly effective investment signal but it can also be a dangerous one. We believe it is important to remain emotionally unbiased as euphoria should not be the goal of investing. That is not to say such hyper-growth investments need to be avoided altogether, but instead understood in a risk controlled portfolio and as part of a disciplined, diversified approach.
  • 16/07/2018
    Equities
    Lewis Grant
    A mix of geopolitical stresses, political instability, monetary policy tightening and, more recently, global trade tensions, have dominated international news flow – and impacted equity markets – in the last 12 months. Amid such volatility, our all-weather approach enabled us to focus on time-tested company fundamentals. Our proprietary Alpha Model assesses a company’s long-term prospects, by identifying those with the most attractive combination of fundamental characteristics or “factors”. It is then used to create a portfolio that aims to generate consistent, positive relative returns regardless of market direction or the wider geopolitical environment. In this issue of Equitorial, we explain how our model-driven fundamental analysis has generated consistent alpha during a 12-month period of heightened volatility. Defining factor investing For Hermes Global Equities, consistency is key. We believe that the best way to generate superior consistent returns is to apply a systematic approach, which minimises behavioural biases, with disciplined subjective analysis. To do so, we cannot simply categorise ourselves as value, growth, or indeed, quality investors. Such style portfolios can deliver excess returns to the patient investor over the long term, but by definition no form of style investing works consistently. For this reason, we classify our investing style as ‘core’.