global equities

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

Catastrophe tends to bring out the best and worst in humanity – we’ve certainly seen this in 2020 as pandemic lockdowns of various kinds were instigated around the...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...

Ahead of the Pinnacle 2020 Virtual Summit, we asked three global equities managers to share a chart from their presentation and explain its importance and the...

A common debate amongst investors is how many investments are required in an equity portfolio to provide adequate diversification, where the key objective of...

Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed...

When is Magellan’s Hamish Douglass going to spend the $11 billion his Global Equities strategy has sitting in the bank? And what’s he going to buy? The deployment of...

Here are some insights into the 2020 financial year, how the insights have guided portfolio construction, and where the market is now. Vladimir Lenin wrote that there...

There is certainly plenty to be worried about and we continue to take a balanced view of the economic backdrop and market opportunity set. Economies are reopening and...

Despite the continued earnings downgrades and dour corporate outlook statements, investors have clearly chosen to ‘look through’ 2020 towards a post COVID-19 world...

Being the largest player on the field is not an advantage in every sport, but if you’re 7 ft on a basketball court you have a built-in edge. Likewise, there are many...

In his previous video, high conviction fundie Stephen Arnold of Aoris Investment Management shared insights around his simplicity-led investment process and why he...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

This week we published the latest Global Income report, which analyses income from global equities during the quarter ending 30 June 2020 – a significant period for...

In this three minute video I discuss the highlights of my latest thoughts on markets – the post-market correction environment, the stocks to watch now and why it’s a...

Designating low-PE stocks as value is a flawed concept. On average and over many years, low-PE stocks have generated much lower EPS growth, were more likely to cut...

The Perpetual Global share fund was established in January 2011. I took the view that global markets offered much more exciting and rewarding opportunities than the...

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...