Insights
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...
UK water companies – from hero to zero
Water pollution is an ancient problem in the UK, with sewage spills and other sources of contamination frequently making headlines....
Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....
How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers
Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception....
Why we love heat pumps
I first came across heat pumps while studying for my undergraduate degree in Environmental Science in the early 1990s. The...
How this AREIT investor is approaching reporting season.
2023 brings new optimism into the REIT sector with a slowing of cash rate hikes as inflation moderates, along with...
How investing sustainably needs active managers to make the world a better place and investors richer
Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...
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...
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...