Sustainable Impact Investments

Portfolio Manager Ted Franks and Senior Analyst Claire Jervis provide a portfolio update and insights from the reporting season. The...

Read More

Having an ‘A-ha’ moment on battery electric vehicles

Not all readers I imagine will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During...

Read More

Unpacking the impact of our software holdings

What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational...

Read More

The UK: All change at the top

As the nation simultaneously bid farewell to our strong female lead of the last 70 years and ushered in a...

Read More

Business travel without the carbon footprint – One traveller’s experience

‘Flygskam’ – literally ‘flight shame’ is something that I have felt for some time. But this year, after a particularly...

Read More

The US Inflation Reduction Act – how significant is it?

The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the...

Read More

Is air conditioning a solution to heat waves?

Originally from Hong Kong, I am used to hot summers consistently above 30°C but I have never known a day...

Read More

Unpacking our latest impact report & strategy update

Join Seb Beloe, Partner and Head of Research as well as Senior Analyst Claire Jervis for a webinar where they...

Read More
Pengana Capital Group