global equities

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.

For Ninety One, quality means a long-term sustainable competitive advantage, sourced from innovation.

In this episode, Antipodes' Jacob Mitchell and Magellan's Arvid Streimann analyse five stocks that could benefit from lower rates.

Artificial intelligence has completely transformed Armina Rosenberg's strategy, and processes which once took days now take a few minutes.

The latest Firetrail Equity Edge Podcast has just landed.

A company's viability, sustainability, and credibiility are all critically important for Fidfelity's James Abela. Here, he explains why.