Insights

With quarterly results now in for most of the companies we follow, we’ve compiled the latest Canopy Highlights—insights from our global research.

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.

"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).

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.

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.

"Know what you own and know why you own it." Peter Lynch, One Up On Wall Street, 1989

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