Insights

When the stock you didn't buy rises 350%, and the one you did buy rises 260%, have you made the right investment decision?

Setting a carbon target is one thing. Delivering on it is another. So how much progress are companies really making? Drawing on four years of evidence from our portfolio, Cecilia explores what lies behind the commitments: where emissions are falling, where targets are being missed, and what this tells us about business quality and long-term investment returns.  

Over the past 12 months, global bond yields have risen steadily. At the time of writing, the US 10-year bond yield is 5.2% and in Australia a touch higher at 5.3%. In addition, US bond yields have increased every month now since February this year. What are the drivers of these increases, and, more importantly, when does it end (or does it end)?

This is a summary of the 24th edition in our series of Trip Insights. It distils the key messages from a trip by Sarah Shaw, Global Portfolio Manager, to Mexico and Brazil in late August 2026, where she visited airport and infrastructure sites, met more than 20 management teams across airports, toll roads, rail, utilities and water, and gathered insights from political and economic experts.

Bennelong Funds Management (BFM) today announced that Antipodes Partners has entered into a binding agreement with the Bangarra Group, owner of the Bennelong Funds Management Group (BFMG), for Antipodes Partners to take full ownership of BFMG.

Join Ian Tabberer as he discusses how emerging markets have long been defined by their diversity. Rather than relying on a single engine of growth, investors have benefited from a wide range of economic and sectoral drivers across regions. Increasingly, however, that diversity is becoming less visible in the benchmark itself.   .tf-v1-popup .tf-v1-close{ display:none !important; }

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

The rapid growth in AI has lead to distortions in the emerging markets index and resulted in benchmark aware investors crowding into a small number of companies, significantly raising concentration risk. We believe this unusual situation creates 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.