Insights

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

In this article, Peter Aquilina (Portfolio Manager – Sustainability), summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally.

“The first rule of fishing is 'fish where the fish are', and the second rule of fishing is 'don't forget rule number one'. And in investing it's the same thing. Some places have lots of fish, and you don't have to be that good a fisherman to do pretty well.

In this article, we look at the impact of the first US-Chinese trade war in 2017-19, the tariff proposals in the current US election campaign, and their potential impact on global infrastructure stocks and sectors, both in the short term and over the longer term.

With so much to report from the trip, we split our insights into two parts. In part 1 of this piece, we highlighted some interesting political themes and observations from the trip that have influenced our ongoing investment in the region. In this second part, we explore the state of play for economics and infrastructure, as well as our portfolio positioning in LatAm.

This is the 17th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Latin America.

In financial markets, there’s always something to worry about.

After a slew of favourable economic data points over the past several months, global central banks appear to be at the beginning of an interest rate easing cycle.

In July, U.S. small-cap stocks outperformed their large-cap counterparts by a historically significant margin, catalysed by a cooler-than-expected US inflation read.