Equitorial, H1 2022

Investing in a net zero future

Wormhole intelligence shows investors pulled in different directions by market gravity over 2021-22

A sculpture depicting an ancient animal

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

Hot Air Balloons

What if they are wrong?

How investing in biotech can help achieve the SDGs

Test tubes in the laboratory

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

Stone relief

Why debt and reality must reconnect

Why sustainability requires a modern approach to reputation risk management

Office overlooking the city center

However, recent events have shown that the rise of ESG investing has further increased the impact of reputation on firms’ value by increasing the importance of corporate sustainability and working in ways that meet stakeholder expectations. The importance of such intangible factors has intensified throughout the pandemic, and the Black Lives Matter movement highlighted the […]

What is driving the sudden spate of telecoms buyouts and is it good for investors?

Road network in the city background

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

A man on a mountain top surrounded by clouds

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?

A city reflected in the river

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 […]