global equities

Looking for a break from US mega-cap tech stocks? In this wire, I profile four outstanding UK mid-cap stocks owned in the Aoris portfolio.

Discover the eight themes emerging from our company engagements so far this year, and what it says about the balance of 2024 and beyond.

In this video, I discuss the complexities of current market dynamics and where I see opportunities for value investing.

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.

L1 Capital recently held an investor presentation for the L1 Capital International Fund - these are the key insights from the presentation

Three global multi-asset investors delve into stocks and Alternatives and name their best under-appreciated opportunity

The latest Firetrail Equity Edge Podcast has just landed.

Taylor Swift has arrived at our shores. Are you ready for it?

How value signals (and relative value) work in the case of global equities

Equity investors are focused on a potential soft landing. Longer-term they may face bigger headaches.