
Small caps at historic valuation discount even after recent outperformance
In July, U.S. small-cap stocks outperformed their large-cap counterparts by a historically significant margin, catalysed by a cooler-than-expected US inflation read.

Skerryvore Asset Management acquires BennBridge Ltd
Skerryvore Asset Management, which became a boutique partner with Bennelong Funds Management in 2019, has acquired BennBridge Ltd in the UK (Bennelong’s UK subsidiary), effective from 1 August.

Trip Insights: The US
This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

Navigating market cycles and opportunities
Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast.

Investment Perspectives: Why are we listening to central banks?
Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.

Canopy Investors strengthens team with appointment of Jack McManus
Canopy Investors is delighted to announce the appointment of Jack McManus as Portfolio Manager.

Why New York's 10-year-old pipes excite this investor
CEO/CIO Sarah Shaw recently featured on Fear & Greed's Business News podcast.

Investment Perspectives: The opportunity in Canadian housing
Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.

Trip Insights: Asia
This is the 15th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Indonesia, Malaysia, Thailand and Hong Kong/China meeting with management teams from regulated utilities, communications and transport companies.