2022 carbon commitments review and 2023 goals

Back in 2020 WHEB committed to ensuring that, by 2025, 50% of our portfolio would have set a net-zero carbon...

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The paradox of Emily in Paris

Why most brands’ commitments to ‘Sustainable Fashion’ are as empty and vapid as this show’s storyline Like a lot of...

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10 themes powering earnings growth as the global economy slows

Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...

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What the slowing economy means for equity investors?

Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...

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2022 A-REITs in a nutshell

2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...

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WHEB’s performance review of 2022

2022 was a challenging year for the global economy. Geopolitical tensions between liberal democracies and authoritarian states finally cracked.  Russia's...

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The Last Great Malls on Earth

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The...

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How the US is onshoring production to avoid China weaponizing key imports

Tim Richardson CFA, Investment Specialist Big moves are underway to onshore production of the essential building blocks of the US...

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