Insights
Finding tomorrow’s ESG leaders
Environmental, social, and governance (ESG) as a source of investment alpha may be limited when focussed solely on companies displaying...
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...
January storms: heavy rotation in weak markets at the start of 2022
Stock markets ended the first month of the new year with heavy losses. Beyond the overall losses, this has also...
COP26: ‘More than expected, less than hoped’
After the emotional scenes nearly two months ago at the end of COP26, has a bit of distance provided any...
Drug pricing and impact investing
Background President Biden’s Build Back Better agenda has reignited the debate about drug pricing. Arguments generally fall into two camps....
How a 32-year long investment strategy sustains profitable growth into an uncertain future
Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention...
WHEB’s approach to biodiversity
Climate change has become such an all-encompassing threat, that most other environmental concerns have been left in its shadow. The...
WHEB wins “European ESG Manager of the Year” in the Funds Europe Awards 2021
WHEB Asset Management wins “European ESG Manager of the Year” in the Funds Europe Awards 2021. Now in their 17th...
A Frontline View on Inflation and Its Persistence
Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...