Hermes prepares for real estate debt push
Marcus Palmer has joined Hermes Real Estate Investment Management (HREIM) where he will head up the real estate debt programme.
Hermes
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growth assets supported by cheap cash
Fundamentals may be weak, but it should still be a constructive year for growth and inflation assets although the main support is unlikely to come from growth itself.
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is the eurozone on the mend
The compression in eurozone bond spreads since ECB president Draghi’s pledge last July to “do whatever it takes to preserve the euro” suggests the worst may be over, as faith builds that the ECB will play its part in staving off sovereign default risk.
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rising uk inflation a certainty but where from
According to Neil Williams, the relevant UK authorities will not entertain the prospect of deflation so the questions become where will inflation come from and how should investors then react.
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Hermes rolls out emerging Asia fund
Hermes Fund Managers has launched Emerging Asia Ucits fund, a contrarian, value-based, high-conviction equity strategy with a focus on China, Korea, Taiwan and India.
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how steep will the us fiscal cliff be
Neil Williams suggests that whoever wins the US election next month, QE is likely to be extended through 2013 with any continued growth remaining fragile.
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hermes unveils us small and mid
Hermes Fund Managers has unveiled a Ucits-compliant US small and mid-cap equities fund managed by Robert Anstey who has run a similar strategy for the group since 2001.
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uk creeping towards boe 2 inflation target
Neil Williams looks at the impact of all the various QE measures on UK GDP and inflation and hints at the Bank of England Governor leaving office at the end of the year with inflation finally back at its 2% target.
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hermes signs page as it enters uk wholesale market
Rob Page is to join Hermes Fund Managers as the company takes its first steps into the UK wholesale market.
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fiscal correction is eurozones latest problem
Macro concerns over banks’ solvency and sovereign default risk means G7 economies cannot take their foot off the policy gas just yet. With this in mind, alongside continued global economic weakness, Neil Williams explains his three-step plan to get us through the summer.
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us economy stable but needs round the clock care
The US economy may still be expanding but Neil Williams suggests that its monetary and fiscal stimuli still need to remain in place with interest rates and inflation likely to stay low for the next couple of years.
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Hermes gems expands team
Hermes’ Global Emerging Markets division has announced the appointment of two new analysts, Stephen Yan and Kunjal Gala, who will work on the Emerging Asia Fund and Latin America and EMEA research respectively.
