global equities

In this wire, Munro Partners' Kieran Moore shares how the team identifies the world's most consistent growth stocks.

Something new is underway in the "Old Cyclical" sectors -- big implications for global vs US stocks.

According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?

This episode of Future Generation's podcast series, 2fold: Take Stock, features William Low, Portfolio Manager, Yarra Global Share Fund, and Head of Global Equities at...

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?

In the final installment of Harding Loevners Porter's Five Forces series, Director of Research Yoko Sakai looks at the rivalry and competition between existing...

In this episode of Harding Loevner's five-part Porter Forces video series, Co-Deputy Director of Research David Glickman discusses the threat of new entrants with a...

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China

The threat of substitutes, or substitution risk, is when a customer either does something themselves, goes with a used rather than a new version of a product, or uses...

Central banks are more dovish and momentum strong. So, are we more positive? Less negative than more positive might be an apt description.