global equities

Defensive large caps are beginning to look awfully crowded, but that doesn't mean you can't find resilience in the small end of the market.

Wilson Asset Management's best and brightest take investors' questions on what financial markets will look like in a year's time.

Two global fund managers define Quality investing and delve into 12 stocks

Feedback from Silicon Valley I attended a technology conference in San Francisco in March. Whilst most companies are still seeing continued growth in demand for their...

Longview Economics' Chris Watling argues the US is still very expensive on every measure - and the burst is not done yet.

GCM Grosvenor CIO and Pengana Private Equity Trust Fund Manager Fred Pollock pulls back the curtain on the private equity landscape.

With the world's financial system on fire, what more could you want...

Schroders' Benjamin Alt and David Bajada explain their recession-resilient approach to investing.

On scammers, traps and finding value in today's market, Lazard's Warryn Robertson isn't afraid to reveal it all.

Global quality growth stocks underperformed during 2022. This was due to a perfect storm of excessive valuation levels, rapidly rising interest rates, and the very...

We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.

I explain in simple terms why Silicon Valley Bank failed, what lessons investors can draw from this, and some of the potential consequences.

The energy transition is rapidly accelerating. Here, Platinum Asset Management outlines why the opportunity is too good to ignore.

Forager's Chloe Stokes and Alphinity's Mary Manning analyse five newsworthy stocks, but not all are making headlines for the right reasons.

In this episode, Alphinity's Mary Manning and Forager's Chloe Stokes share their market outlook for the year ahead (and their top stocks).

With equity markets steaming ahead, there’s no shortage of people calling this a ‘dead cat bounce’ and, by implication, predicting another market correction. History,...

Join Bob Desmond from Claremont Global for this Fund in Focus, as he outlines the process used to manage the Claremont Global Fund

Gold and gold equities are viewed as a safe haven. As a result they typically exhibit a low correlation to global equities which is particularly true during drawdowns...

I share three characteristics of companies that outperformed last year and why these same characteristics should matter again in 2023.

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?