global equities

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.

A direct rebuttal to a piece from Vishal Teckchandani

Vihari Ross from Antipodes and James Tsinidis from Munro Partners unpack the key market themes you simply can't ignore.

A direct rebuttal to a piece from Vishal Teckchandani

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?

Why we're invested in this high quality cyclical stock

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.

This elegantly simple app allows customers to easily exchange money at a fraction of the cost relative to traditional banks.

The strong performance of markets in 2024 has kept the issue of company valuations front of mind, particularly in the banking sector. In a recent wire titled Is CBA...

The best global equity funds surged over the past year, making it back-to-back stellar years for some global managers.