Insights

What’s happening in the bond market? We have some thoughts.

This is the 18th edition of our Trip Insights series, where we share our travel experiences and on-the-ground perspectives from our company meetings and regional visits. It follows a recent research trip by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Malaysia, Thailand, Hong Kong, China, the Philippines, and Indonesia.

Through all the noise, we believe some important themes are emerging which are likely to last well beyond any potential forthcoming tariff compromise (or non-compromise).

Canopy Investors is delighted to announce Emmily Lau has joined the Canopy team, effective 6 May 2025.

It’s that time of year again. As 2025 moves into full swing, another round of (US) recession talk is escalating, creating significant market volatility.

As capital becomes more global, the trend to compare the pricing of global companies to local is on the rise.

Being unique for the sake of it is no justification for investment. However, we are confident that the new-age ground lease niche, to which Safehold (SAFE) is the pioneer, is not yet widely known or properly understood by the market.

After a year of US economic supremacy, dozens of national elections and new records set in major equity markets, we consider what the year ahead could bring.

Last month, US voters re-elected Donald Trump for a second term as US president. As a result, market enthusiasm and expectations are high. An immediate rally in US equities (and a selloff in bonds) pointed to renewed optimism for both growth and pessimism for inflation.