global equities

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...

In his 1841 book, Extraordinary Popular Delusions and the Madness of Crowds, Scottish journalist Charles Mackay observed that “Whole communities suddenly fix their...

When it comes to the crème de la crème of the investment world, very few companies compete with the likes of Tesla, Tencent and Microsoft. Those who invested in these...

When most investors think about investing in technology leaders, it's the FAANG's, Tesla and other disruptors currently exciting the market. But there's a lesser-known...

2020 was a record year for retail bankruptcies. It's a brutal industry – burdened by high fixed costs, at the mercy of changing consumer preferences, and facing...

The market environment presents investors with a challenging juncture. In the short term, a combination of healthy consumer balance sheets, low inflation, low interest...

Australia’s equity market performance versus global markets has waxed and waned over recent decades. A key driver of relative performance has been relative global...

Bank of America's Global Fund Manager Survey (FMS) surveyed 225 investors, collectively holding $645 billion in assets under management, to determine the outlook for...

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...

IB’s main value proposition is to execute trades in financial markets such as equities, options and foreign exchange. It needs four basic competencies to do this:...

The atmosphere across global markets is electric, and no this isn't a pun on EV's popularity. Rising exuberance across several sectors has been fuelled, rather than...

The atmosphere in the investment world of late has been nothing short of electric. In the space of a mere few days the VIX has spiked and fallen, GameStop - and now...

Investors today need to consider more than the hard numbers of target investments. Where most people spend 95% of their time crunching numbers, the majority of our...

2020 was an important year for the technology industry in China. Covid-19 generally benefited the entire digital ecosystem. At the same time, consumer tastes and...

For investors seeking to diversify their dividend income by looking outside of Australia, 2021 is shaping up as an intriguing year. The global dividend crunch of 2020...

20 years ago, many Superannuation, Pension and Endowment Funds in Australia were running asset allocations of close to 40% to Australian Equities, exhibiting a case...

Just like lying to your doctor about your alcohol consumption, or telling strangers that you've never watched The Bachelor, many of us (read: most) might not want to...

It is a truth universally acknowledged that a decent investor in possession of a good sense of opportunity is in want of one great stock pick. Well, maybe not. But we...

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...