global equities

There are two words to describe this quarter for our most tipped global stocks – ‘regulatory pressure’. Big tech, also known as the COVID winners, have been put in...

Semiconductor equipment manufacturer ASML (NASDAQ:ASML), paint and coating company Sherwin-Williams (NYSE: SHW), and payments company Mastercard (NYSE:MA) are examples...

The best approach to generating outsized returns in equity markets is to identify individual winners on a bottom-up basis. Big winners drive overall returns to an...

For a while now, investors looking for exposure to the seemingly inexorable rise of China looked to popular western-owned global brands such as Nike or Starbucks. But...

Retail is a business where competitive fade is the norm. They get tired, out of touch or lazy. The list of once great but now dead or struggling retailers is long. In...

As our global equities experts Catriona Burns and Nick Healy assess the state of the world economy, there are plenty of reasons for optimism. At the same time, the...

We all love to hear a bull and a bear debate a stock, but no stock seems to get the blood boiling as much as Tesla. It was supposed to be a benign conversation about...

Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so...

It’s easy to see why so many investors are caught up in the hype of 5th generation wireless technology. We hear of 5G powering a new age of technology, transforming...

With the rise of speculative asset classes, risk-taking retail investors and the threat of inflation looming over markets, the last place I expected to find a safe...

There are few investors currently prepared to take a contrary view on inflation. Most are expecting it to rise but view it as transitory - a shorter-term consequence...

Global micro-caps is a relatively unfamiliar asset class for most investors and one which is dogged by misconceptions. We want to challenge these myths and help...

Investors should position their portfolios to benefit from three tidal waves ready to take the market - and the world - by storm in order to be successful over the...

Global equities can provide significant benefits to a diversified investment portfolio, ranging from higher return opportunities, enhanced portfolio diversification,...

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...