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Market Wraps
WHEB sustainable impact fund
Latest news and analysis on WHEB sustainable impact fund
Investment Theme
June 15, 2022 10:35
Indecisive Dave and the backlash against
ESG
For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat. I was reminded of one of the show’s characters known as...
Ted Franks
Pengana Capital Group
June 15, 2022 10:35
Investment Theme
May 03, 2022 09:00
ESG ratings – a quick fix or a bodged job?
The dramatic growth in ESG and sustainable investing over the past few years is now well documented. What was once a sleepy backwater of the financial industry is now...
Ted Franks
Pengana Capital Group
May 03, 2022 09:00
Macro
March 21, 2022 12:33
Armaments and ESG
Excluding defence companies has long been common practice for responsible investors. At a minimum, most negatively screened “Ethical” funds exclude the controversial...
Ted Franks
Pengana Capital Group
March 21, 2022 12:33
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Education
February 25, 2022 15:03
Impact investing in listed equities – WHEB’s perspective
In recent years there has been rapid growth in the volume of capital being invested in impact strategies. This growth has led to concerns that there has concurrently...
Ted Franks
Pengana Capital Group
February 25, 2022 15:03
Investment Theme
December 15, 2021 13:54
EV drivers – from smug to bah humbug
While there is an increasing number of electric vehicles on roads, the number of public chargers remains static. In fact, Google search growth for “EV charging” is 1.5...
Ted Franks
Pengana Capital Group
December 15, 2021 13:54
Education
October 28, 2021 13:23
Gas prices, ‘greenflation’ and governmental gatherings
Gas prices in the UK shot up by 37% in a single day in early October. This was on top of a near trebling in price since the Summer of last year.The UK has become more...
Ted Franks
Pengana Capital Group
October 28, 2021 13:23
Education
September 17, 2021 14:30
Is sustainable investing a waste of time?
Like many others, the COVID-19 lock-downs were an opportunity to develop new hobbies. One of my new hobbies was to join a film club. A few months ago, we watched ‘The...
Ted Franks
Pengana Capital Group
September 17, 2021 14:30
Education
September 13, 2021 16:13
Code Red from the IPCC
Last month the Intergovernmental Panel on Climate Change (IPCC) published the latest report from its first Working Group. There are three Working Groups and Working...
Ted Franks
Pengana Capital Group
September 13, 2021 16:13
Investment Theme
August 16, 2021 10:22
Is Amazon really a sustainable investment?
The WHEB investment strategy has evolved considerably over the past 15 years. But the core has always been quite simple. We invest in companies that provide solutions...
Ted Franks
Pengana Capital Group
August 16, 2021 10:22
Education
August 13, 2021 16:17
Tax is a classic ESG issue
A disappointing roadshow lunch. In 2016, I attended a roadshow lunch for an upcoming initial public offering (IPO). This was of course in the “good old days” before...
Ted Franks
Pengana Capital Group
August 13, 2021 16:17
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3 new ASX winners and 2 losers from reporting season
Tom Stelzer,
Livewire Markets
Reporting Season
You almost never see Wisetech this cheap. Datt Capital sees a buying opportunity
Kerry Sun,
Livewire Markets
Reporting Season
Good result, wrong price. Why Airlie is underweight Wesfarmers
Anna Dadic,
Livewire Markets
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"It just got too damn cheap": Henry Jennings on CSL’s 70% rally and one stock he's backing to go
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Vishal Teckchandani,
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