Global Emerging Markets, Outlook 2022
Welcome to the Global Emerging Markets 2022 outlook in which fund manager Kunjal Gala looks ahead to challenges and opportunities in the developing world in the coming months. Key points Recent data points suggest inflation is close to peaking. Growth and not inflation is likely to be a key challenge in the future While inflation […]
Equitorial, H1 2022
Investing in a net zero future
Wormhole intelligence shows investors pulled in different directions by market gravity over 2021-22
This just in: The Interstellar Express reports that a vast cache of data has been recovered from Quantum Gravity Well (QGW) 3.14159 that could shed new light on an ancient, defunct civilisation. Understood to originate from the spacetime region known, in local terms, as ‘Earth’, the information – yet to be fully translated – appears to reference […]
Inflation
What if they are wrong?
How investing in biotech can help achieve the SDGs
In the first piece from Federated Hermes’ Innovation Lab, we argue that biotechnology should be seen more broadly as the application of biology for the benefit of our planet and society. Rather than a niche subset of healthcare, the scale and scope of biotechnology could potentially accelerate our transition to a more just and self-sufficient […]
Re-entanglement
Why debt and reality must reconnect
What is driving the sudden spate of telecoms buyouts and is it good for investors?
The industry’s bad name is largely the result of intense competition and high capital expenditure requirements putting pressure on share price performance. However, 2021 sparked a renewed interest in the sector, largely in the form of private-equity driven leveraged buyouts (LBOs) and take-privates (the acquisition of a listed company by a special purpose vehicle) by […]
Focusing on the evidence
360°, Q4 2021
Lessons from COP26
‘World faces a larger climate-change bill than leaders admit’
Does the end of China’s love affair with property spell heartbreak for investors?
The Chinese property market is widely considered to be the most important industry sector in the world. It has, over the last decade, provided the firepower for global economic growth. Valued at $55tn, Chinese real estate is four times the size of the country’s GDP, two-thirds that of global GDP and twice the size of […]
