Insights
ESG: Deconstructing returns
Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental,...
Finding tomorrow’s ESG leaders
Environmental, social, and governance (ESG) as a source of investment alpha may be limited when focussed solely on companies displaying...
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...
January 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...
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...
Drug pricing and impact investing
Background President Biden’s Build Back Better agenda has reignited the debate about drug pricing. Arguments generally fall into two camps....
How a 32-year long investment strategy sustains profitable growth into an uncertain future
Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention...
WHEB’s approach to biodiversity
Climate change has become such an all-encompassing threat, that most other environmental concerns have been left in its shadow. The...