Seb Beloe: 3 big themes for the long-term

WHEB’s Head of Research, Seb Beloe, was in Australia earlier this month for a roadshow with our partner Pengana Capital, for whom we run the Pengana WHEB Sustainable Impact fund. During his time Down Under, Seb spoke to Livewire, a financial news website for Australia’s professional investors, about long-term sustainability themes.

The FP WHEB Sustainability Fund is Edmond Schaff’s fund pick in this Citywire Selector article on top sustainable fund calls. Edmond is a portfolio manager at Sanso Investment Solutions, based in Paris.

Damien Lardoux of EQ Investors describes WHEB as leading the way when it comes to impact reporting in this FT Adviser article.

Should ethical investors ditch Apple?

Citywire Wealth Manager’s article on whether Apple is an ethical investment or not highlights the key differences between ESG and impact investing. Seb Beloe, Head of research at WHEB, is quoted extensively. It begs the question, just what is the point of ESG? WHEB is keen to help educate on the differences as the sector evolves. Take a look at a previous article Seb has written on this topic.

Are robots and industrial automation good for the environment? WHEB’s Seb Beloe discusses this and more in Good with Money’s Smug Money podcast with Rebecca O’Connor and Luke Sussams, a sustainability analyst at Kepler Chevreux.

Seb Beloe, head of research at WHEB, discusses investing for good in this new podcast series, Brand New Thinking. Hosted by KKS Advisors’ Sophie Lawrence and Sean Davey from Pollitt & Partners, Seb was joined by Whitni Thomas of Triodos, Bruce Davis from Abundance and ShareAction’s Lauren Peacock.

Chewing over the FAANGs

There is an increasing debate over whether the FAANGs are responsible investments. Seb Beloe, head of research at WHEB, gives his view in this article by 3D Investing’s John Fleetwood.

A threat to ESG rigour amid rush to “claim compliance”

Will the sustainable investing sector be able to solve the world’s problems alone? WHEB’s fund manager Ted Franks’s gives his view in this article, which also discusses the danger of declining ESG quality as investors claim compliance.  To read the article, a subscription is needed.

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