Climate Activists Poised to See Big Gains in 2022
Last year, shareholder activists teamed up with environmental and socially-minded investors in record numbers. The most successful campaign was arguably hedge fund Engine No. 1’s push to add three climate-conscious directors to the board of fossil-fuel behemoth Exxon Mobil Corp. Other notable initiatives included investor Dan Loeb’s attempt to break up Royal Dutch Shell Plc and Bluebell Capital Partners’s push for a management shakeup at GlaxoSmithKline Plc.
Equity Investment Outlook: The Pandemic’s Long Tail
In our latest outlook we examine the long-term implications of the pandemic, particularly changes to the labor market and the supply chain, and we discuss why we will be focusing on companies with pricing power in 2022.
Bitcoin’s Price Tumble Tests Resilience of Crypto Miners
Bitcoin miners are facing a crucial test in the wake of the token’s 50% plunge from an all-time high. While many mining operations made a handsome profit during Bitcoin’s runup last year, the recent decline could punish those with less efficient operations.
Where Investors Fleeing Chinese Property Are Putting Their Money
Investors have been taking refuge from the Chinese real estate debt crisis in pockets of the broader Asian credit market, and cite India among opportunities that are relatively insulated from the historic turmoil.