The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.
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
For years metals such as aluminium, zinc and nickel have been persistently oversupplied. The copper market, in contrast, has been much tighter, primarily because China needs to import the metal but is largely selfsufficient in other metals. This has seen copper trade at a premium to other base metals and be recognised as a good
Hermes Ownership Principles address a simple question: What should owners expect of listed companies and what should these companies expect from their owners? The expectations set out in this document are derived from Hermes extensive experience as an active and engaged shareholder. This experience suggests that there are a number of reasons companies fail in
Q1 2013 Public Engagement Report from Hermes Equity Ownership Services (EOS). This report contains a summary of the responsible ownership activities undertaken by EOS on behalf of its clients. It covers significant themes that have informed some of our intensive engagements with companies in Q1 2013. The report also provides information on our voting decisions
While Latin American economies and local investment portfolios have prospered during recent years of financial turmoil, global events may catch up with the region. Our most recent Vision Focus paper, “Portfolios Risk and Inflation: Challenges for Latin American Investors” examines how Latin American institutional investors are protecting their investments with event-sensitive portfolio construction and risk
Real estate is evolving fast as increased global investment opportunities emerge. Property prices in key markets have begun a tentative upswing that may offer scope for capital gain. There is also evidence of rental growth in some locations, which has had a positive effect on capital values. However, as the effects of the global financial
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