“The single most important decision in evaluating a business is pricing power”. Not our own words, but those of Warren Buffett. He’s a man with a long history of making astute observations about investing and he has a strong point here.

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Performance Through Positive Impact


Seb Beloe, Head of Research, sees positive impact investment attracting increased interest from investors, with some $100-$150 billion of assets under management and this doubling every couple of years[1]

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George Latham, Managing Partner and CIO of WHEB Asset Management and Mike Clark, Founder of Ario Advisory and member of WHEB’s Independent Investment Advisory Committee challenge conventional benchmark orthodoxy and suggest a way forward

The debate around the so-called ‘tyranny of the benchmark’ is not new. Yet it continues to be revisited time and again as a cause of short-term thinking which creates a perverse incentive for fund managers. However, nothing seems to change. Few are prepared to challenge the existing orthodoxy of portfolio construction and the role of benchmarks. The status quo is maintained. This must change.

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Robotics and wider trends around automation are rarely out of the news at the moment with everyone from Mark Carney to McKinsey opining on the likely positive or negative impacts[i]. There are a myriad of views on the potential disruption caused by robotics and automation, but what is the case that the technology fits within a sustainable investment portfolio?

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The news on Wednesday morning that Donald Trump is the new President-elect of the United States came as a surprise to markets which had been focused on a victory for Hillary Clinton. Trump has been very outspoken in his hostility to policy action on climate change and in his enthusiasm to support fossil fuels. But beyond this headline, what are the implications of a Trump presidency for sustainable investing?

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The saga of Hinkley Point C has had more twists and turns than a Weston-super-Mare roller coaster and with every passing day the project appears more expensive and ill-judged. Because of its vast expense, Hinkley Point has unintentionally illuminated the very real progress that is taking place in energy storage technologies. These technologies offer an alternative approach to providing secure and low carbon power at a reasonable price.

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