Insights

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.

Bennelong is partnering with Allspring Global Investments (Allspring) to distribute its global income strategy across Australia and New Zealand.

"In the short run, the market is a voting machine, in the long run it is a weighing machine." Benjamin Graham, The Intelligent Investor, 1949

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.

Nuclear energy is undergoing a renaissance. While it has long been associated with images of devastation and disaster, it is now increasingly recognised as a crucial part of the global energy transition, offering a reliable solution to rising energy demand and decarbonisation efforts.

In this recent interview with Anna Dadic from Livewire Markets, 4D's Sarah Shaw discusses tariff impacts and how the listed infrastructure universe can provide portfolio defensiveness and growth potential in uncertain times. 

Trump’s tariff policies, the impact on the economy and global listed infrastructure.

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.