NEWS & INSIGHTS
WHEB Annual Investor Conference 2022 – Conversation with portfolio company Arcadis
Senior Analyst Ben Kluftinger is joined by Senior Director - Resillient Cities, Dr Anusha Shah and Christine Disch from Arcadis. Arcadis...
WHEB Annual Investor Conference 2022 – Strategy update
Fund Manager Ted Franks and Associate Fund Manager Ty Lee present an investment strategy review and outlook for the year...
WHEB Annual Investor Conference 2022 – Thematic review – Sustainable materials
Head of Research Seb Beloe and Senior Analyst Claire Jervis presents a thematic review of sustainable materials held in the...
WHEB Annual Investor Conference 2022 – Q&A with the team
WHEB Advisory Board member, Abigail Rotheroe, chairs a panel Q&A session with the WHEB team.
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
10 themes powering earnings growth as the global economy slows
Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
What the slowing economy means for equity investors?
Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...
2022 A-REITs in a nutshell
2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...
WHEB’s performance review of 2022
2022 was a challenging year for the global economy. Geopolitical tensions between liberal democracies and authoritarian states finally cracked. Russia's...
The Last Great Malls on Earth
In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The...