Clare Brook

The Most Sustainable Companies in the World?

Amidst a fanfare one would expect from anything announced at the World Economic Forum in Davos, the Canadian firm Corporate Knights announced its tenth annual list of the world’s most sustainable companies, also known as the Global 100, on Wednesday last week.

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Michael Pearson

The ‘Utility Death Spiral’?

Seb Beloe, Head of Research and Partner, WHEB Listed Equities and Michael Pearson, WHEB Infrastructure 

The traditional utility business model is wobbling. The market capitalisation of European electricity utilities has fallen from an approximate €1 trillion peak in 2008 to roughly half that today.

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Seb Beloe

What can we expect in 2014?

Most of the trends that we focus on are trends that will play out over a decade and grind incrementally forward. Climate change, demographics, resource scarcity all fit into this definition. What can change much more dramatically, however, is the reaction of policy-makers, the media and markets to these trends and in this respect we expect significant change in 2014, particularly around the following areas:

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