global equities

We have made significant adjustments to our portfolio of quality Australian and global listed companies as the disruption of the pandemic gradually clears. We search...

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber. For the sector, a...

Private equity plays a vital role in the financing and in the support of new and growth technologies. Some of the biggest companies in the world — Apple, Google, Meta...

The opportunity in value stocks remains compelling. Long-term investors should ignore the noise and focus on cheap valuations, strong operating metrics, and the solid...

For investors in the crowded global e-commerce space, there’s little room for error. With high-multiple businesses focused on developed western markets garnering most...

After years of being caricatured as the spoilsport of the financial world, environmental, social and governance investing is at last enjoying its moment in the sun....

The recent good news for income investors in Australia has extended beyond our shores as global equities too begin splashing cash in a post-COVID resurgence. Plato’s...

Thematic investment is very popular. The idea of investing in "structural change" and the durable trends and investment themes of our time has struck a chord. Like any...

Perception is Reality You may recall in Amazon, the Organism, I wrote about the three elements needed for motion: Intention, Energy and Autonomy. Here, the motion we...

Most of us read about behavioural biases and acknowledge they exist, yet there is no evidence the financial community is any better at dealing with them. Understanding...

Some of the most compelling long-term investment opportunities to be found today lie within the dynamic and rapidly evolving global emerging market landscape. One of...

Packed the car and ready to take a re-opening road trip? Enjoyed a responsible G&T during lockdown? If you have, you may be familiar with some of the brands I am...

The phenomenal worldwide success of Squid Game on Netflix is unsurprising to those who watch the company closely. Netflix has built its impressive and diverse content...

Three key issues reverberated during the third quarter of 2021 and continue to present a complex backdrop for global equity investors. As we move into 2022, we think...

When it comes to investing and markets, there's a necessity to talk about the averages. And in the context of 2021, no doubt you've seen multiple headlines declaring...

Every year, we ask our readers which stocks you are backing for the year ahead. In this wire, we'll take a look at the best and worst of the bunch you selected. Tip:...

Moderna, a Boston-based US Company, is by no means an unfamiliar name to most people. As one of the first companies to conceive and develop the COVID-19 mRNA virus...

Value investors, including Charlie Munger, have been snapping up cheap shares in China in recent months. So is now the time to be greedy as fear levels rise? Angus...

Will Australian investors’ love affair with the “Big 4” banks resume after the pandemic, or has the equity income dynamic shifted forever? And what’s the big sector...

For Magellan’s Brett Cairns, understanding innovation came from an unusual source: a story about McDonald's' milkshakes written by Harvard professor Clay Christensen....