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...

WHEB wins “European ESG Manager of the Year” in the Funds Europe Awards 2021

WHEB Asset Management wins “European ESG Manager of the Year” in the Funds Europe Awards 2021. Now in their 17th...

A Frontline View on Inflation and Its Persistence

Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...

How a simple investment process led to Facebook, Moderna

Original article Axiom Investors’ Bradley Amoils is looking for only one kind of stock: a company changing dynamically, with sustainable...

ESG investing. Sometimes the journey is more rewarding than the destination.

By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5...

EV Drivers – From smug to Bah Humbug

I’m at an age where my summer weekends are packed with weddings all over the country. This year, travelling to...

Buffett enjoys a good win but Aussie LIC shows better timing

ASX-listed LIC Pengana Private Equity Trust is grabbing small slices of some of the hottest tech companies in the world,...

Pengana Capital Group