global equities

It's the geopolitical theme of the century - the fistfight between the world's greatest superpowers, China and the US. I think we can all agree that the US won the...

Carbon Footprint Reporting: Challenges and Alternatives Consistent and comparable reporting of a company’s carbon footprint is important if regulators are to set...

Over the past three years, investment in the global energy transition has rapidly accelerated. In fact, according to research from BloombergNEF, investments...

Technological advancement is table stakes for any business wanting to keep pace in a digitally connected world. With investments to upgrade technology infrastructure...

In case you missed it, Buy Hold Sell has also dished out a global growth episode with Livewire's James Marlay, Jacob Mitchell of Antipodes and Andrew Clifford from...

Company earnings are forecast to drop off as we move past the post-COVID bounce back in markets. That means that outperformance will be harder, but not impossible,...

This past month was notable in that it marked the two-year anniversary of the global spread of COVID-19, an external shock that generated one of the steepest...

The start of 2022 has seen the most unexpected black swan of all emerge – a war in eastern Europe. The Russian invasion singlehandedly pushed crude oil prices to...

As we review the daily headlines chronicling the tug-of-war between inflation and interest rates, we are reminded what a difficult job macroeconomic investors have...

After March 2020, it isn’t too difficult to think of an investing environment that would give global equity investors sleepless nights. Outside of a global pandemic,...

Accelerating inflation has rightly caught the attention of policy makers and investors alike. Expectations that rising prices would cool during the latter half of 2021...

Only a third of the 2,300 international companies in the MSCI World index have been listed since 1990. Of these, it might surprise you that the top-performing stock...

There is a special trait that appeals to us as investors – enduring commercial value, writes Pooja Shirangi from Lakehouse Capital. We've found several companies which...

Click here to watch Sam Ruiz's Global Equity Markets Update For global equities in February, it was really the market focused initially on the continued theme of...

The ‘Value versus Growth’ argument is often presented as a dichotomy. Either you buy “bombed out cyclicals” or low multiples, or you buy high-growth, often...

With International Women’s Day (IWD) coming up on 8 March, we asked Channel Capital how they're celebrating and to share some of the stories that make women...

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...