Insights
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...
Why hasn’t consumer spending fallen off a cliff?
Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising...
- Harding Loevner International Fund
- Axiom International Fund
- Global Small Companies Fund
- Pengana International Equities Limited
- Insights
What happens to global share markets if interest rates stay higher for longer?
Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors...
Putting the backbone into a renewable energy future
Renewable energy and electrification can deliver 75% of the energy-related CO2 emissions reductions needed to keep global temperature increases “well...