Insights
From fear of inflation to fear of recession, and 2 factors to drive outperformance
The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause...
How to diversify your franked dividends with global equities
The attractive dividends that investors have come to expect from Australian companies are under pressure from a trifecta of separate,...
Ozempic – Is Novo Nordisk’s diabetes and weight loss drug a miracle or a menace?
In a society riddled with low self-esteem and mental health issues, weight loss can be a controversial and difficult topic....
Can ESG and sustainable investing really help build wealth?
Tim Richardson CFA, Investment Specialist ESG and sustainable investing can enhance long-term risk-adjusted investment returns. Analysing and managing ESG risks...
Q&A with Seb Beloe on Sustainability and SDR
How do you think about sustainability at WHEB? How do you set your priorities? Magnetic north is the positive impact...
The EU Taxonomy – ‘Tout ça pour ça?’
‘Tout ça pour ça?’ or ‘all that for this?’ was the title of a hit-and-miss 1990s comedy by celebrated French...
Why the HVAC industry loves heat pumps
In February, Seb wrote about heat pumps and how WHEB invests in the technology1. But we aren’t the only ones...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Is now a good time to invest in Japanese shares?
Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...
Commercial real estate concerns – Are they justified?
The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real...