global equities

Epoch Investment Partners focuses on what they call "shareholder yield", and they believe conditions are conducive for its strategy.

A groundbreaking study sheds new light on the potential of GLP-1s to combat substance abuse. Here's what it could mean for investors.

Antipodes portfolio managers discuss the stocks and key themes to watch in global markets in 2025.

Think you have a pretty good view of what the investing world will look like in 2025? History has proven to make fools of us all.

Plus, Dr Allen's top pick for a long stock position in a second Trump administration.

Claremont Global's Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.

Highlights from a recent panel session featuring Claremont Global’s Bob Desmond, Fairlight's Abbey Cook, and Pzena's John Goetz.

In this episode of The Pitch, Claremont Global's Bob Desmond shares why investors should always focus on quality companies.

Megacap concentration is a problem - it's time to look further afield for opportunities

Nick Scali's latest move could turn out to be a highly profitable one.