Insights
2023 In Review with Portfolio Manager Ed Prendergast
In this interview, Lana Ward speaks with Ed Prendergast, the Portfolio Manager for the Pengana Emerging Companies Fund, where...
Is structural change or the economic cycle driving global share markets?
Global share markets are always driven by both structural change and the economic cycle to some degree. It is the...
Staying the course – WHEB remains committed to sustainability investing
In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford...
2023 In Review with Portfolio Manager Amy Pham
In this interview, Adam Myers speaks with Amy Pham, the Portfolio Manager for the Penana High Conviction Property Securities...
WHEB’s performance review of 2023
A positive but challenging year 2023 was ultimately a positive year overall for Fund, which returned 9.5%. This final result...
A turning point for AREITs this year may not ‘lift all boats’
2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields. While we...
Three reasons why Sustainability Disclosure Requirements really matters
Almost a year after the second consultation period closed and two years since the original discussion paper, the Financial Conduct...
Can active managers outperform when the global economy slows?
Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This...
The impact of conflict in the Middle East on clean energy transition
War in the Middle East has sent shockwaves around the world. The scale of the human tragedy and the complexity...