Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
Tag: Federated Hermes
The oil price – up, down or ‘range-bound’?
The current acceleration of the world economy should normally boost demand for oil. However, the price of the ‘black gold’ has bounced up and down of late, dropping by more than 10% in the second half of April.
Hermes finds correlation between ESG and credit spreads
New research from Hermes Investment Management shows a correlation between companies’ ESG scores and credit spreads.
ANALYSIS: Weighing up White House risk
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
Strong corporate governance leads to outperformance – research
Companies with a sound corporate governance culture have significantly outperformed their poorly governed competitors since the beginning of 2009, according to fresh research by Hermes Investment Management.
Rise of passives risks diminishing shareholder influence
Three-fifths of European institutional investors expect the rise of passive investment vehicles to have a negative impact on shareholder engagement, reported the latest paper in the Hermes Investment Management Responsible Capitalism survey.
Investors in Munich grapple with market upheaval
The current cocktail of falling asset prices and increasing volatility, combined with still high valuations, seems to confuse fund selectors and managers alike.
us could be new emerging market
The US could create a rising consumption story to rival that of South East Asia, a paper from Hermes Fund Managers claims
pri engagement cuts corruption risk
Signatories of the PRI initiative helped reduce corruption risk at 16 companies over the past three years, according to a study.