Hermes Fund Managers

Too many companies are unprepared for the growing threat of a cyber attack. Investors have a role to play in ensuring this risk is firmly on the agenda.

In this edition of the Gemologist, we’ll look at the likely trajectory of the world’s second biggest economy in the light of this, argue why low growth could be better for investors – and show where we are finding value.

Investing with consideration of environmental, social and corporate governance (ESG) criteria has increased significantly in recent years. However, for a long time, the perception of investors was that ESGfocussed investing detracts from investment performance. This perception is starting to change. In this paper, we show that focussing on ESG factors can enhance returns. In particular, […]

There may be ‘green shoots’, but 2014 will see no rush for the exit from abnormally loose monetary policies says Neil Williams, Chief Economist for Hermes’ Global Government & Inflation Bonds, in his Quarterly Economic Outlook. Despite volatility over ‘taper-gate’ and concerns that central banks will start withdrawing stimulus, policy rates and bond yields may […]