Insights
The “iPhone moment” for obesity treatment
By Ben Kluftinger In early March, Novo Nordisk held its Capital Markets Day which we attended virtually. Quite unusually, the...
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted...
What does it mean for WHEB to be a B Corp?
Laura Grenier (Director of Operations) I had only recently joined WHEB in 2015 when George Latham (Managing Partner) asked me...
Deglobalisation – What does it mean for international share markets?
Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is...
A 5 minute Outlook on Global Private Credit
Summary:CEO of Pengana Credit, Nehemiah Richardson discusses the outlook for global private credit over the next six months, focusing on...
Private Credit – 4 minute Investor Update
Summary:CEO of Pengana Credit, Nehemiah Richardson provides an update on the performance of Pengana Credit's Wholesale Private Credit Fund, launched...
Global Private Credit Sector – 3 minute Recap
Summary: Nehemiah Richardson is the CEO of Pengana Credit, primarily investing in mid-market corporates and lenders in the US and Europe....
Why Axiom believes Nvidia’s growth defies bubble concerns
Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...