global equities

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?

Anything is possible in financial markets but the need for income never changes.

We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?

2022 was an odd year but 2023 brings new opportunities if you just know where to look, as Garry Laurence of Profeta Investments explains.

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...

Just over a month ago, FTX crypto exchange founder, Sam Bankman-Fried’s (SBF) net-worth was $16 billion. Today, the 30-year old is shackled in a Bahamian prison that...

2022 has been an incredible year of changes within the macro landscape. We’ve seen one of the first major, sustained bear markets in many investment professionals’...

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...

The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...

Since Apple released its iPhone in June 2007, its share price has soared more than 3100%. So how can you identify the next great compounder?

After a number of years of zoom meetings rather than face to face meetings with our portfolio of companies, I finally managed to leave Australia and visit our...