Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

The Roots of Goodness

The Roots of Goodness

November 2018

In this month’s feature article, we provide an analysis of the consumer staples sector through the lens of environmental, social and governance (ESG) investing.  We discuss the sector’s characteristics, its performance in recent years compared with more growth-oriented sectors, and the potential nexus between quality consumer staples companies and ESG-focussed corporate behaviour.

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INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 4

INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 4

November 2018

In this final article in our series on disruption, Whitehelm examines the impact of disruption on the telecoms sector.

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