Insights
How far has the industry come with it’s focus on ESG & Sustainability?
George Latham, Managing Partner at WHEB Asset Management is responsible for the management of WHEB’s Listed Equity business and the...
Which AREIT sub-sector to be in with rising rates
AREITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With...
Indecisive 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....
Private Equity investing: Why an Increasingly Volatile Market Environment Can Favor Middle Market Co-Investments
Select risks include: information risk, management risk, risks related to reliance on third parties, and risks related to the sale...
Diverging equity market outcomes
Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...
ESG 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...
Russia, Risk, and Decision-Making
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...