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Market Wraps
WHEB sustainable impact fund
Latest news and analysis on WHEB sustainable impact fund
Education
August 08, 2023 09:13
The future of life science tools: from pandemic response to sustainable solutions
The life sciences industry played a central role in tackling the COVID-19 pandemic. Historically, it has taken a decade on average to develop a new vaccine. During...
Ted Franks
Pengana Capital Group
August 08, 2023 09:13
Education
May 25, 2023 10:29
Why the HVAC industry loves heat pumps
In February, we wrote about heat pumps and how WHEB invests in the technology1. But we aren’t the only ones interested in the topic. This month, I traveled to...
Ted Franks
Pengana Capital Group
May 25, 2023 10:29
Education
May 22, 2023 12:12
Ozempic – Is Novo Nordisk’s diabetes and weight loss drug a miracle or a menace?
In a society riddled with low self-esteem and mental health issues, weight loss can be a controversial and difficult topic. Pop culture and social media do more harm...
Ted Franks
Pengana Capital Group
May 22, 2023 12:12
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Education
February 13, 2023 12:36
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 technology has developed dramatically since...
Ted Franks
Pengana Capital Group
February 13, 2023 12:36
Investment Theme
November 11, 2022 10:45
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 leverage and run a negative working...
Ted Franks
Pengana Capital Group
November 11, 2022 10:45
Macro
September 14, 2022 09:28
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 1970s. Its episodes entitled ‘Denial’, ‘Doubt’...
Ted Franks
Pengana Capital Group
September 14, 2022 09:28
Education
August 10, 2022 09:23
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 exceeding 40°C. Who would have thought that I would first...
Ted Franks
Pengana Capital Group
August 10, 2022 09:23
Education
July 25, 2022 11:30
Video: Aligning Capital and
Consciousness
In Session 1 of our Conscious Capitalism series Executive Director Adam Myers provides a deep dive into the latest trends and innovations in conscious capitalism and...
Pengana Capital Group
Pengana Capital Group
July 25, 2022 11:30
Education
July 25, 2022 11:30
Video: Finding Solutions in unlikely
places
What does society owe each of us and what do we owe in return? The answer is our social contract and we are living in a time when many feel it is not working. In...
Pengana Capital Group
Pengana Capital Group
July 25, 2022 11:30
Education
July 21, 2022 14:15
Lower-income households disproportionately affected by food insecurity
Consumers around the world are under pressure from rising inflation which erodes the value of real wages and savings. But these effects are not felt equally. Due...
Ted Franks
Pengana Capital Group
July 21, 2022 14:15
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