global equities

Global equities pushed higher in May, continuing the rebound of the previous month, reflecting ongoing hopes of a speedy return to economic normalcy as both new...

Welcome to Magellan Minutes, a new investment insights initiative in which senior members of our investment team dissect the markets and take a deeper look into the...

We can think of any investment decision as the coming together of an object, data and analysis, with a subject, the decision maker. This decision maker may be a person...

Activision Blizzard is the largest US listed video gaming company, with revenues of around $7 billion and over 400 million monthly players across its titles. Its hit...

Eileen Riley is co-Portfolio Manager of the Loomis Sayles Global Equity Fund, which manages over $250 billion of assets across equity and fixed interest markets, and...

As part of their 2004 IPO registration statement, the founders of Google (now Alphabet - NASDAQ: GOOGL), Sergey Brin and Larry Page, included an Owner’s Manual...

“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...

Global equities continued to remain focused on re-opening hopes last week, disregarding apocalyptic economic data from most corners of the world outside of China. The...

The economic fallout from COVID-19 is different from other financial crises for a number of reasons. It is health rather than financial-market based, and it has...

The outlook for investors has changed dramatically since the start of the year and will likely continue to shift moving forward. The associated shocks of the severe...

With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

Who knew that in 1982 when Fat Larry’s Band sang “Zoom” that it would become synonymous with the name of the A$57 billion software company that’s enabled the...

We told investors last month that our view on the situation surrounding COVID-19 is a balanced one. That largely remains the case today and the Fund still has dry...

Key Global Trends – equities slump The coronavirus-led ‘risk-off’ trade that started to build in late January continued into March, with the MSCI All-Country World...

The pace of the spread of COVID-19 globally has been faster than many of us had expected or could have feared. The first case in China can be traced back to November...

One of Hari Balkrishna’s secrets to successful investing is the willingness to pay a reasonable premium for top notch businesses. The T. Rowe Price Associate Portfolio...

Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...