global equities

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...

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...