Insights

This article by Gavin Truong first appeared in selfmanagedsuper on 24 July 2026.

The rapid growth in AI is leading to distortions in the index and resulting in benchmark aware investors crowding into a small number of companies, raising concentration risk across equity classes. As momentum chases these few stocks higher, it has left some interesting opportunities for those willing and able to think differently.

In 2022, we began a project to better understand how our portfolio companies are addressing their carbon footprints. This involved assessing which emissions are being measured, the targets companies have set, and the credibility of their pathways to achieve them.

In our annual 2026 Outlook in January, we discussed what the year ahead could bring. Reflecting upon the risks and opportunities we highlighted, and the events of the last six months, the central tenets of our outlook have held true.

This is the 23rd edition of our Trip Insights series, where we share our travel experiences and on-the-ground perspectives from our company meetings and regional visits.

“These massive increases in AI-related capex estimates will also pull up S&P 500 EPS estimates for 2026-27, given the accounting mismatch for revenue / profits (immediate recognition) and costs (mostly capitalised). The profits magic of capital spending booms”. James Chanos, President/Founder of Kynikos Associates.

China's industrial transformation is happening at remarkable speed. Drawing on observations from a recent research trip, this video explores how rapid advances in electricity generation, manufacturing and technology are shaping the country's competitive position and creating new investment opportunities. To learn more, read our accompanying article, Notes from the Road: China Speed.  

Genium Investment Partners has assigned a Recommended rating to the Allspring Global Income Fund, adding to Recommended ratings from Lonsec and Zenith over the past six months.

Our most recent trip to China reminded us of the formidable advantages the country is building in areas like power and electric vehicles as well as the importance of alignment when looking for investment ideas.