global equities

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

Not all returns are created equal. Smart investors look beyond gains to protect against lasting losses.

When it comes to investing, perceived familiarity motivates some to load up their portfolios with their own countries’ stocks

How Aoris look through macro noise and focus on company culture to guide their current 14-stock portfolio selection.

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

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

Trade wars, deficits and AI mean finding the best quality companies is more important than ever

Long live the US stock market - a story in charts

“Don’t try to look around corners with confidence” says seasoned stock picker Stephen Arnold. Here he shares more lessons and stock picks.

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