Post #54: What the world worries about - Heptagon Capital – Production

Away from the ballroom networking and ski slopes that comprised much of what last week’s World Economic Forum in Davos was about, we found it a worthwhile…

Post #54: What the world worries about

Away from the ballroom networking and ski slopes that comprised much of what last week’s World Economic Forum in Davos was about, we found it a worthwhile exercise to peruse the literature on the organisation’s website. For those unaware, the Forum (or WEF) is a Geneva-based organisation founded in 1971 that is “committed to improving the state of the world” through engaging leaders in all significant fields. 

The WEF website is packed with publications ranging from Incentivising Food Systems to Fast Forward to Decisive Climate Change. Interesting stuff. The report, however, we were drawn to – now in its 15th edition – is the WEF’s publication onGlobal Risks. For any fan of future trends, it makes for essential reading. Note, the publication was written long before coronavirus headlines began to make news and so no reference is made to this; the focus is more on the bigger picture. 

‘Climate action failure’ ranks as the number-one risk in terms of impact and number-two in terms of likelihood (only ‘extreme weather’ is seen as more likely) over the next ten years, per the WEF. Needless to say, more extreme weather may be a consequence of climate action failure. Similarly, water crises (which rank as risk number-five in impact terms) are also likely to be strongly related. If ever a call to arms were needed, then here it is. The logic for governments/ regulators to step uppolicies aimed at increasing the contribution of renewables and decreasing CO2 emissions only grows. If climate change were not enough to worry about, cyber-related issues such as cyberattacks and data fraud/theft also feature in the top-ten of long-term risks. Not only is the world becoming more connected (1m people go online for the first time every day, per the WEF), but artificial intelligence has become “a new frontier for geopolitics.” Cheery stuff. For investors, however, these challenges do create clear opportunities both in the renewable and the data/cyber sphere.

Disclaimers

The document is provided for information purposes only and does not constitute investment advice or any recommendation to buy, or sell or otherwise transact in any investments. The document is not intended to be construed as investment research. The contents of this document are based upon sources of information which Heptagon Capital believes to be reliable. However, except to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to the accuracy or completeness of this document or its contents and, Heptagon Capital, its affiliate companies and its members, officers, employees, agents and advisors do not accept any liability or responsibility in respect of the information or any views expressed herein. Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. Where this document provides forward-looking statements which are based on relevant reports, current opinions, expectations and projections, actual results could differ materially from those anticipated in such statements. All opinions and estimates included in the document are subject to change without notice and Heptagon Capital is under no obligation to update or revise information contained in the document. Furthermore, Heptagon Capital disclaims any liability for any loss, damage, costs or expenses (including direct, indirect, special and consequential) howsoever arising which any person may suffer or incur as a result of viewing or utilising any information included in this document. 

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