global

Expert Insights

Investing in global stocks requires a global perspective, says Garry Laurence, Portfolio Manager at Perpetual. That means getting your feet on the ground and doing real research. In the video below, he shares a recent example from the Perpetual portfolio, and explains how they built conviction in their view. “It’s critical... Show More

Peters MacGregor Capital Management

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India. Fairfax India provides investors exposure to high quality private and public businesses in India. Fairfax's key assets include Bangalore International Airport, IIFL Holdings, NCML and Sanmar Chemicals. Show More

Stuart Pearce

Much has been written about the FAANGs - Facebook, Amazon, Apple, Netflix and Google (Alphabet). With a combined weighting of almost 5% in the MSCI World Index, and returns of 43.3% over the year they have largely driven US and global indices. Not so much has been said about the... Show More

PM Capital

PM Capital's Chief Investment Officer Paul Moore and Portfolio Manager John Whelan recently completed a research tour of the United Kingdom, Ireland and Spain. In this video, Paul and John review their tour, sharing insights which show us that some current market beliefs are misconceptions, and that new opportunities are... Show More

Patrik Sjöblom

During the course of three weeks on the road that took me through Washington, New York, London, Stockholm, and Japan, I met with 52 companies, 5 of which are new names that we have identified as priorities to undertake deeper research work on. This trip also allowed me to attend... Show More

Fidelity International

A re-evaluation of investment theses is underway across all asset classes, industry sectors and geographies. Investors must quickly adjust to rapid shifts in the investment landscape’s tectonic plates or risk losing ground. We remain structurally positive on technology stocks thanks to strong levels of innovation. While smartphone growth is fading... Show More