Primer: Wm Morrison Supermarkets (MRW LN) - Mar 2026
Private Equity Ownership: Following a competitive bidding process, Wm Morrison Supermarkets was acquired by private equity firm Clayton,...
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Infratil Capacity to Surprise
Infratil’s (IFT) largest investment, CDC: (1) continues to progress developments at a rapid rate; (2) has expanded its longer-term development...
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Infratil (IFT): CDC Pipeline Increase and New Independent Valuation
Independent valuation: Increased from A$20bn (enterprise value) in March 2026 to A$24.5bn in June 2026, with IFT’s equity share increasing from...
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Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
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Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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