Ted Franks

This year’s new killer


New diseases have a particular power to capture the imagination. There’s just a lot about them which is scary. They grow and spread fast. We’re accustomed to thinking our doctors are in control – what if they’re not? The symptoms sound so innocuous – how would you know to be worried? Read more …

Seb Beloe

Seeing the bigger picture – Cooper Companies and myopia


WHEB’s ‘Well-being’ theme is one of the strategy’s smaller and more heterogeneous themes covering everything from healthy eating to care for the elderly. The theme also includes companies that support ‘Hearing, vision and oral health’ and Cooper Companies has been a core holding in this sub-theme for over seven years. The company is a conglomerate combining two businesses; CooperVision which focuses on developing, manufacturing and selling contact lenses and CooperSurgical which focuses on women’s health and fertility treatments. Read more …

Seb Beloe

What does 2020 hold for sustainable investing?


So Boris Johnson now commands a convincing majority of MPs in the UK’s House of Commons. This gives the new Prime Minister an enviable position from which to drive UK policy for the next few years. What is this likely to mean for sustainable investing in the UK and elsewhere?

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Seb Beloe

Politics playing catch-up on climate change


The current General Election campaign in the UK is unusual in many ways. It is the first general election to happen during December since 1923. Many constituencies that were considered ‘safe’ seats are now thought to be ‘marginal’. Most remarkable of all is the emergence of climate change in the political mainstream. Read more …

George Latham

Lessons from Woodford


And now the lawsuits are rolling in. The crisis which has destroyed Woodford Investment Management is shocking. It is also immensely damaging to confidence in the investment industry. It is tempting to suggest that the circumstances which have engulfed Woodford are unique. But we would all do well to look at what steps we can take to avoid anything like this ever happening on our own watch. This whole experience is particularly harmful at a time when trust in financial services is at a low ebb anyway. Read more …

Ted Franks

Varian and the changing nature of cancer care


Sadly, it is now a rare person who hasn’t felt the shock and sadness of a loved one fighting cancer. This single term for a family of diseases is now the second largest cause of death globally.  It accounts for about one sixth of all deaths.  And the incidence is rising[1].  In 1990 around 0.70% of the world’s population were suffering from the disease.  That proportion was 0.87% in 2017.  By 2040 it is forecast to rise to nearer to 1.5%[2]. Read more …

Seb Beloe

The bigger picture; declaring a climate emergency


It is a truism of course to say that it is impossible to predict the future. And typically, the further into the future you go, the harder it is to predict what is going to happen. But in some cases, forecasting what is likely to happen in the long term can be done with reasonable confidence.

Read more …

Ted Franks

Better out of it: the price of oil politics


In January 2017 Mikhail Gorbachev wrote an article for Time magazine. In it, the former head of Soviet Union painted a bleak picture. “It all looks as if the world is preparing for war” he said[1].

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Ted Franks

Greta gets clean away


August is the peak holiday season here in the northern hemisphere. Part of your correspondent’s holidays were spent sailing on the coasts of France and England.

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