global equities

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...

Private equity markets have deepened so much that private companies can now stay private and continue to access private capital forever, a fundamental game changer for...

Severe underperformance by specific emerging market countries has historically created a fertile hunting ground to find alpha-generating stocks. Pzena is finding good...

Livewire's Meg Kerr recently covered Pinnacle Investment Management's Global Equities Forum. In this wire, you'll find out why Antipodes and Spheria believe now is the...

You don't have to wait for the entire market to bottom to take advantage of the opportunities within global small-cap growth stocks, says Forager's Steve Johnson. In...

One month in to 2022 and when it comes to global equities, some of the best performers of 2021 have been some of the worst performers of the year so far. Quite simply,...

When it comes to global dividends, 2021 saw an almost a perfect reversal from 2020 when large dividend falls were seen, particularly across European countries during...

In the payments sector, there are plenty of growing, attractively priced, high-quality companies - despite the significant falls among profitless technology companies,...

2022 began with global stock markets around record levels, leaving many investors primed to sell equities. However, timing the market is more likely to reduce your...

Several months before the pandemic began, Pulitzer Prize-winning author Liaquat Ahamed wrote a piece for The New Yorker with a bold headline aimed at a contentious...

Mitsubishi Electric (ME) is one of Japan’s largest industrial conglomerates with a hugely diversified product range including air conditioners, refrigerators, car...

It’s still unclear what impact Omicron could have on an economy just starting to normalise, says Antipodes’ Alison Savas. In her latest podcast, she explains that...

Every market cycle presents investors with opportunities and the past 24 months have been no exception. The trick to outperforming in uncertain times is knowing how to...

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...

In global markets today, much hype surrounds concept stocks and companies trading on nose-bleed valuations. But as inflation drumbeats grow louder, it is resilient...