Insights

The AI boom has reshaped the data centre landscape at a pace few anticipated. Since our May 2024 whitepaper on the AI theme and its implications for data centres, the sector has continued to evolve rapidly. In such a fast-moving space, we believe it’s timely to revisit the landscape and assess how key dynamics have evolved.

‘Show me the incentive and I’ll show you the outcome.’ Charlie Munger

This is the 20th edition in our series of Trip Insights, following a trip taken by Sarah Shaw, Global Portfolio Manager, to Latin America in August 2025. The trip provided invaluable insights into the evolving regional and global geopolitical and economic concerns and their impact on what we would consider an otherwise very positive fundamental outlook for infrastructure operators.

Bennelong Funds Management has signed a memorandum of understanding (MOU) and partnered with US-based Monroe Capital to further expand its distribution to Australia and New Zealand.

The aging population presents a powerful investment theme, but as the recent legal setback for Lifestyles Investment Communities (ASX: LIC) shows, execution matters. LIC’s plights highlight the risks of complex structures in thematic investing. In contrast, North American senior housing REITs offer a clearer, cashflow-driven model with strong secular tailwinds.

‘Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.’ Peter Lynch, Learn to Earn, 1995

Join Glen Finegan, lead manager and a founding partner at Skerryvore, as he shares our views on what we believe are resilient and compelling long-term investment opportunities in emerging markets – the Coca-Cola bottlers. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }  

If you think share prices are becoming more volatile during earnings season, you’re not imagining it.

Quality companies typically trade at premium valuations, but when cyclical headwinds are conflated with secular falls, even the best businesses can be dismissed by the market. When heroes stumble excessive negativity can present opportunities to buy quality at a discount.