global equities

Latest news and analysis on global equities

Equities

Tech, turnarounds, and the return of small caps

We look at the winners and losers of FY 2025, and how Forager is positioning for the year ahead.
Steve Johnson
Forager
Education

Markets have evolved over time – has your portfolio?

If your portfolio hasn’t changed, or your conversations about it, you’ve got a problem. And it has likely cost you (a lot of) money.
Sebastian Ferrando
Koda Capital
Equities

A rare window of opportunity for long-term investors

With a 20-year CAGR of 14.1%, Thermo Fisher has repeatedly shown how temporary headwinds create long-term value for patient shareholders.
Jacob Celermajer
Cordis Asset Management
Equities

The return you see, the risk you don’t

Not all returns are created equal. Smart investors look beyond gains to protect against lasting losses.
Michael Poulsen
Canopy Investors
Education

Fisher Investments Australia® reviews how home bias can limit investors

When it comes to investing, perceived familiarity motivates some to load up their portfolios with their own countries’ stocks
Fisher Investments Australia®
Funds

4 must-have traits to make it into this top-performing fund

How Aoris look through macro noise and focus on company culture to guide their current 14-stock portfolio selection.
+2
Anna Dadic
Livewire Markets
Equities

Narrow-body jet could propel Airbus to new heights

Next-generation aircraft helping European aerospace giant widen lead over Boeing. By Portfolio Manager John Whelan.
PM Capital
PM Capital
Equities

The other AI stock: you know NVIDIA, but what about AMD?

NVIDIA dominates the AI headlines — but it's not the only player in town
Firetrail Investments
Firetrail Investments
Equities

“You can’t fool gold”: T. Rowe Price’s Peter Bates on what’s happening in markets right now

Trade wars, deficits and AI mean finding the best quality companies is more important than ever
+1
Tom Stelzer
Livewire Markets
Equities

The US stock market is dead

Long live the US stock market - a story in charts
Sebastian Ferrando
Koda Capital
Equities

What it takes to make the cut in a 15-stock portfolio

“Don’t try to look around corners with confidence” says seasoned stock picker Stephen Arnold. Here he shares more lessons and stock picks.
+6
Chris Conway
Livewire Markets
Fund in Focus

How WAM Global's active approach drives record dividends

WAM Global’s Catriona Burns explains how an active, quality-focused philosophy underpins strong returns and a market-beating yield.
WGB
Vishal Teckchandani
Livewire Markets
Equities

Forget the Mag 7: How you can find quality stocks elsewhere

What you need to find the best global equity opportunities outside the mega-stocks, according to JPMorgan, Aikya and American Century.
Tom Stelzer
Livewire Markets
Equities

When the US sneezes, the UK catches a break?

Why a struggling America might be good news for forgotten UK stocks.
Gareth Brown
Forager
Equities

Tariffs, Trump, and turbulence: T. Rowe Price’s playbook for volatile markets

All the insights from T.Rowe Price's recent webinar, featuring Scott Berg and Sam Ruiz.
Chris Conway
Livewire Markets
Equities

This recently triggered market signal has never failed to predict gains

The signal has occurred 74 times since 1990. US markets ended higher 1 & 5 years later 100% of the time. Here's what we're doing about it.
Andrew Mitchell
Ophir Asset Management
Equities

2 of the most innovative ASX companies you might not have heard of

How do you ever expect to find the next market darling if you're not even looking? Here's two ideas to join the hunt.
DXB
Chris Conway
Livewire Markets
Listed Series

Access to Schroders’ best global ideas in one trade

Schroders Australia’s Sebastian Mullins discusses the Schroder Global Equity Alpha Fund – Active ETF.
Chris Conway
Livewire Markets
Equities

How to position yourself against Trump’s tariffs

Investing in domestic-focused companies across different global regions is the best strategy to beat Trump's tariffs.
+4
Garry Laurence
Profeta Investments
Asset Allocation

"Selling out is the worst thing you can do" - Ben Clark on how to handle today's market carnage

We assess the damage, find the ASX’s biggest winners and losers and get the expert view on how to position yourself going forward.
BHP
+7
Tom Stelzer
Livewire Markets
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