Insights

Being unique for the sake of it is no justification for investment. However, we are confident that the new-age ground lease niche, to which Safehold (SAFE) is the pioneer, is not yet widely known or properly understood by the market.

We are delighted to share our first half-yearly update for the Canopy Global Small and Mid-Cap Fund with you.

After a year of US economic supremacy, dozens of national elections and new records set in major equity markets, we consider what the year ahead could bring.

Following the announcement of its new trustee service offering in October last year, Bennelong has welcomed its first client, Paragon IM Pty Ltd.

Last month, US voters re-elected Donald Trump for a second term as US president. As a result, market enthusiasm and expectations are high. An immediate rally in US equities (and a selloff in bonds) pointed to renewed optimism for both growth and pessimism for inflation.

"Quality counts. If you are a long-term investor, it’s hard to find a more important factor as to what will power your ultimate investment returns. That said, quality is impossible to measure with precision because it often embodies more subjective qualitative factors than easily quantifiable measurements. Quality is also dynamic and changes over time".  Tom Gayner, CEO Markel

Bennelong Funds Management is pleased to announce the appointment of two new directors, Anil Nair and Campbell Fleming, to its board effective 1 November 2024.

The incoming Trump administration has raised uncertainty about the outlook for global markets in 2025, particularly around the implementation of Trump’s protectionist policies, according to Bennelong and its boutique partners Canopy Investors, 4D Infrastructure and Quay Global Investors.

While hindsight is 20/20, Nike's recent moves in the retail space offer valuable lessons for consumer businesses and real estate investors alike.