global equities

Latest news and analysis on global equities

Equities

The boy who cried tariff: Have markets moved on?

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.
Andrew Mitchell
Ophir Asset Management
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Equities

The paradoxes of investing

Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.
Delian Entchev
Aoris Investment Management
Equities

ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
Firetrail Investments
Firetrail Investments
Equities

Unveiling tomorrow's titans: A case study on Arista Networks

In the world of tech, identifying future market leaders can be akin to finding a needle in a haystack. But the rewards can be monumental.
Maroun Younes
Fidelity International
Equities

Global titans: 3 fundies share their top stock picks for 2025

Hyperion, Antipodes and Plato share their biggest stock calls and global market outlooks at the recent Pinnacle Summit.
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Anna Dadic
Livewire Markets
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.
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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
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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.
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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.
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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
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