global equities

When thinking about COVID winners, a 70-year-old US-centric payroll solutions company is unlikely to be top of mind. However, complex requirements for stimulus...

The internet, along with other technological advances, are resulting in disruptive innovation leading to a plethora of new products and services as well as more...

After more than two decades working in funds management, Fidelity International's James Abela has proved himself a force to be reckoned with. The portfolio manager's...

US shares have rarely been high on an income investor's wishlist, with average dividend yields for the S&P 500 Index meaningfully trailing the ASX 200 Index and other...

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk,...

The rotation into low multiple - or value - stocks has gathered pace in recent months following an acceleration in the vaccine rollout, combined with additional...

Traditionally, a company would appear to have “made it” when the founders were able to ring the bell when listing in the public market via an initial public offering...

Lakehouse Capital chief investment officer Joe Magyer has harboured a curiosity for investing from an early age - his earliest memories filled with nostalgic...

In this concluding piece, we introduce some more concrete investment options in the global listed equity space that we think may benefit from increased investment in...

For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic...

The last month marked the anniversary of the rapid global spread of COVID-19. It was a time of massive panic, underscored by unknown health risks, school and office...

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. There’s a high-flying first mover with...

Global small caps have had a bonza 12 months, having well and truly recovered from their COVID-lows. And while big tech and speculative investment vehicles like SPACs...

The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity...

Companies that are profit-driven to the detriment of environmental, social and governmental (ESG) issues become certain targets of regulator action and expose...

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...

It’s been an eventful start to the year so far in global financial markets - so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many...

Management team changes can be typically disruptive for companies, often because it may further compound the already challenging position that led to the original need...

It was the father of Value investing Benjamin Graham who first recognised the benefits of investing in quality companies. Graham found that investors suffered the...