global equities

Latest news and analysis on global equities

Buy Hold Sell

Buy Hold Sell: 5 global small and mid-caps that could be tomorrow's giants

With 8,000 global SMIDs to choose from, the hardest part is knowing where to look. Here’s how two experts separate winners from the rest.
Buy Hold Sell
Livewire Markets
Equities

2 global stocks Canopy believes are positioned for long-run compounding

Canopy Investors breaks down where quality global growth exists today and why so much of it lies outside the U.S.
Stephanie Gardner
Livewire Markets
Equities

What if I told you that US markets aren’t that concentrated?

Global markets have always been concentrated, and nothing has changed.
Sebastian Ferrando
Koda Capital
Equities

Expedia’s innovative success in travel markets

We believe the company is positioned for sustained growth in both B2C and especially B2B.
Garry Laurence
Profeta Investments
Equities

The shift toward scarcity: a playbook for a new era of investing

In an era of higher costs and constraints, opportunity favours strong balance sheets, real assets, and dependable cash flows.
Chad Padowitz
Talaria Asset Management
Equities

Last year's Sohn picks returned 38%. Here are the 9 new ideas from this year's conference

From steel and cement to UFC and AI software, nine fund managers share their highest conviction Sohn Hearts and Minds stock ideas.
+3
Chris Conway
Livewire Markets
Equities

How to invest in the global economic reset

The easy era of globalisation is over - here's where PM Capital is finding value and 2 stocks it says will benefit from global reshoring.
Anna Dadic
Livewire Markets
Macro

Don't Look Back In Anger... but do look at the numbers

How have investors fared since the last Oasis tour in 2005?
Anthony Doyle
Pinnacle Investment Management
Equities

The next winners in global equities may be hiding in the market’s most ignored corners

Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.
Stephanie Gardner
Livewire Markets
Equities

Ausbil: 3 stocks to play Europe's global arms race in power, defence and AI

US stocks have dominated global returns for years, now Europe is poised for a stronger relative growth, fuelling new opportunities.
Tobias Bucks
Ausbil
Equities

It’s too hard to genuinely grow a portfolio of only Aussie shares

There are some Aussie shares that have grown, of course, but a typical Aussie portfolio struggles to grow over time. There's an easier way.
Sebastian Ferrando
Koda Capital
Funds

Why Forager still prefers volatility over comfort

Markets have been strong, but Forager says the best opportunities appear when others start to panic.
CCL
+1
Stephanie Gardner
Livewire Markets
Equities

Paul Moore: Four decades in, still thinking beyond consensus

The best opportunities still belong to those who can think independently, stay patient, and hold their nerve when consensus turns.
PM Capital
PM Capital
Equities

How to invest $100k for growth

If you were starting fresh and had money to splash, where would you put it in today's market? Charlie Viola has some suggestions.
COL
+2
Sara Allen
Livewire Markets
Investment Theme

One (strange) stat which shows the AI boom is still heating up

The curious case of a tiny Caribbean Island and what it might tell us about the AI trend.
Andrew Legget
Livewire Markets
Asset Allocation

The overlooked investing strategy that could be perfect for today's stock market

Why a new take on the barbell strategy could do the heavy lifting for stock investors caught in two minds.
Tom Stelzer
Livewire Markets
Fund in Focus

VSG's Global Multi-Strategy Fund: Building a multi-generational portfolio with an operator's mindset

A high bar for equities: inside the Global Multi-Strategy Fund’s unique operator-led approach to compounding capital for the long term.
Chris Conway
Livewire Markets
Equities

Schroders: 5 growth stocks being under-appreciated by the market

Idiosyncratic stock ideas, not mega-themes, sit at the core of Schroders’ concentrated strategy.
+2
Chris Conway
Livewire Markets
Equities

Inside Victor Smorgon Group’s biggest investment bets right now

From automation to gold, and inflection-point stocks: inside Victor Smorgon Group’s highest-conviction investment themes.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

The global growth strategy built to compound and endure

Josh Cummings explains how Janus Henderson navigates global markets by backing conviction, compounding, and companies built to endure.
Chris Conway
Livewire Markets
1-20 of 691