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 more perspective on the outcomes? Our view is still best captured by the Financial Times...
View ArticleJanuary 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 been an extremely volatile period with significant intra-day swings. The main concern...
View ArticleHow much is enough? WHEB’s approach to capacity
WHEB is a partnership and a B Corporation and determined to build value for clients through positive impact investments over the long term. In our view, the investment funds industry, and specifically...
View ArticleReflections, Soul Searching and Awkward Conversations
The last few years have caused so much pause for thought it’s often overwhelming. COVID, #metoo, the climate crisis, Black Lives Matter protests, and now war in Ukraine have all laid bare deep and...
View ArticleESG ratings – a quick fix or a bodged job?
The dramatic growth in ESG and sustainable investing over the past few years is now well documented. What was once a sleepy backwater of the financial industry is now very much in the limelight. Why...
View ArticleHelping the aged – investing in elderly care
Ageing and care homes The world is ageing. While this is a global phenomenon, it is a particular feature of European countries. In the year 2000, for example, less than 16% of the French population...
View ArticleWar and Power
Clean and efficient energy is our greatest weapon against Russian autocracy Russia’s invasion of Ukraine has been met with an unprecedented display of economic force. Russian assets have been frozen,...
View ArticleA deep dive into HelloFresh
Netflix’s latest results shocked the market. A growth darling suddenly stopped growing and was shedding subscribers. The stock tumbled ~40% on the day and the WHEB team took note. None of the ‘FAANGS’...
View ArticleIndecisive Dave and the backlash against ESG
For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat. I was reminded of one of the show’s characters known as ‘indecisive Dave’ when reading about the...
View Article“First we feed the people, then we plan the revolution”
These are the words of Jack Monroe, a struggling single parent turned activist. Jack uses their platform to teach people how to feed themselves with very little money… and to rage against the machine....
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