Insights

Join Cecilia Bosman, an Investment Analyst at Skerryvore, as she provides a brief update on how we cut through ESG noise to focus on what truly drives long term value, using Hindustan Unilever as a case study.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }  

Join Ian Tabberer, portfolio manager and a founding partner at Skerryvore, as he looks at the power of compounding - and why HDFC Bank, one of our largest Indian holdings, will likely continue to benefit from this.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }  

In this, our annual review and outlook, Tim Snelgrove (Investment Director) and Sarah Shaw (Global Portfolio Manager) discuss the key factors currently in play and consider other more recent developments that could impact the global economy over the medium to long term.

This is the 22nd edition of our Trip Insights series, following a research trip undertaken by Seb Clemens, Investment Analyst, across Canada and parts of the United States in December 2025. The trip provided valuable insights into the evolving political and economic landscapes across North America, including their impact on the infrastructure sector.

We are pleased to share our H1 FY26 investor letter for the Canopy Global Small & Mid Cap Fund.

As specialists, we are often quizzed about many aspects of real estate. And with a global perspective, one topic that seems to come up often is our thoughts on the A-REIT sector and how it compares to the global opportunity set.

Michael Poulsen recently featured with Nicholas Markiewicz from Ellerston Capital on Livewire Markets Buy Hold Sell, talking global SMIDs, the recent US earnings season and select stocks included in the Canopy Global Small & Mid Cap Fund. Watch the videos below.

Important information regarding fund holdings in Corporate Travel Management Limited

Utilities and infrastructure valuations, typically sensitive to long-term yields, have been challenged by an exceptional rise in US bond yields despite significant Fed rate cuts, prompting an examination of the drivers, sustainability, and implications of this move for global listed infrastructure sectors.