global equities

Equities
Peter Wilmshurst

The biggest headwinds to value investing have been outperformance by the U.S. and extraordinary monetary policy conditions since the GFC. We've had rates go 0-negative in some countries, which hasn't happened before in monetary history. As we start seeing these conditions normalise, coupled with broader economic growth, value investing will... Show More

Expert Insights
Livewire Exclusive

Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high on their list. For the average investor though, assessing the quality of management is no easy task. Amit Lodha, Portfolio Manager at the Fidelity... Show More

Equities
Garry Laurence

When we think about the economic progress of the human race over the past 50 years, there is probably no more important development than our ever-increasing ability to process data at ever-increasing speeds based on improvement in integrated circuits. Simply put the modern world as we know it would not... Show More

Expert Insights
Livewire Exclusive

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change globally is faster than it has been in any point in recent history.” As well as bringing significant risk, the accelerating changes are bringing significant opportunities, which are... Show More