Insights

Interesting stock valuations prompted our recent visit to Jakarta. Our meetings provided a good example of our analysis of related party transactions in assessing alignment. We explain the considerations.

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.

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.

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; }  

As markets navigate the post-COVID landscape, many assumptions once considered unshakable are being challenged. E-commerce, once seen as unstoppable, may be hitting its limit. Physical retail is making a quiet comeback, while industrial real estate faces headwinds.

The North American freight rail sector is a critical pillar of the US economy and one of the largest and oldest sectors in the global listed infrastructure universe.

Bennelong Funds Management has launched the Allspring Global Income Fund, targeting Australian retail, wholesale and institutional investors.