Ted Franks

Investing in breakthroughs


The ESG ‘stampede’

The WHEB team has a fifteen-year track record in sustainable investing. Looking back over this period, we can say that this is undoubtedly the most exciting period in this history. We say this with the scars still-fresh from fighting what was, until very recently, a lonely battle. Many of our clients have also been on this journey and are now enjoying what we’ve been calling the ‘ESG stampede’. Read more …

Seb Beloe

“If you think education is expensive, try ignorance.”


“If you think education is expensive, try ignorance.”[1]

Education has always been one of WHEB’s nine investment themes. George Lucas, the filmmaker, called education ‘the single most important job of the human race’. It is central to the improvement of the human condition and as such, sits at the heart of the concept of sustainable development. Read more …

Ty Lee

Is it time to jump on the hydrogen bandwagon?


In the first half of 2020, investors were piling money into hydrogen-linked stocks. During the second quarter, the stock price of hydrogen-powered car company Nikola shot up 535%.  Other shares related to the technology were also very strong. Read more …

Seb Beloe

“This world… belongs to the strong, my friend!”


It was the American actor William Redfield playing Dale Harding in the Oscar-winning film ‘One Flew Over the Cuckoo’s Nest who put it best.  ‘This world… belongs to the strong, my friend! The ritual of our existence is based on the strong getting stronger by devouring the weak.[i]

Read more …

Seb Beloe

Improving investor confidence in impact investment


This article was co-authored by Thora Frost, Senior Client Manager, Carbon Trust and Seb Beloe, Partner-Head of Research, WHEB

The impact investment market has grown rapidly in recent years as investors increasingly allocate capital on the basis of both potential financial returns and the intention to generate positive societal and environmental impacts. Read more …

Seb Beloe

Boohoo and the drunkard’s search for ESG meaning


On 5th July the UK newspapers The Times and Sunday Times broke several stories based on undercover investigations into the fast fashion retailer Boohoo. The stories alleged that workers were making garments for Boohoo for as little as £3.50 an hour (barely a third of the legal minimum wage)[i]. The investigation also alleged that manufacturing continued during the local lockdown rules to control the spread of COVID-19 and that no additional hygiene or social distancing measures were in place. Read more …

Ted Franks

A Tale of Two Revolutions


Information technology and sustainability both represent major economic transformations. Sometimes linked, but by no means always.  Read more …

Seb Beloe

Addressing Ethnic and Racial Diversity


If the last few months have shown us anything, it is that the role of companies in addressing social and environmental issues is now an accepted – even expected – part of running a business. Read more …

Ty Lee

From Just in Time to Just in Case


Since the invention of just-in-time manufacturing in the 1960s, companies have been pursuing ever greater efficiency in their supply chains. Consolidating suppliers is one of the most common ways to reduce supply chain costs and improve efficiency. However, the risks of doing so are often overlooked. Robustness and resilience can be sacrificed along the way in exchange of greater efficiency. Read more …

Ty Lee

Recovery plan for Europe…and the environment


‘Never waste a good crisis’. In response to the COVID-19 pandemic, the European Union (“EU”) has proposed a €750 billion recovery plan to repair the economic and social damage. But this recovery plan has green strings attached. 25% of the recovery spending is set aside for green investments.

Read more …

Sign up to receive our lastest news & views

Please select from below: