Hermes

Central banks' juggling act in trying to stimulate inflation but cool inflated asset prices is causing "schizophrenic" policy decisions in Europe. The trouble is, low inflation is necessary, argues Andrew Parry from Hermes.

EMERGING MARKET DEBT

Jonathan Pines, manager of the top performing Hermes Asia ex-Japan Equity fund, explains why unloved Korea is his fund's biggest overweight.

THE BIG QUESTION

PROPERTY

The era of 'Big Pharma' is over and companies are transitioning to more complex biological products, explains Tim Crockford from Hermes Sourcecap.

Part II: Where is the best value: Large, mid, or small caps?

Part I: Is peripheral Europe overvalued?

Jonathan Pines, manager of the Hermes Asia ex Japan fund, has said negative newsflow is now needed in Asia to drive down valuations and create buying opportunities.

Last week Investment Week held its Senate Investment Conference, encompassing 11 top speakers from leading asset managers who presented over the course of the two-day event.