global equities

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...

Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...

At Cooper Investors, we spend a long time thinking about the culture that drives human behaviour. As management consultant Peter Drucker put it, "Culture eats strategy...

The continued rise in in U.S. COVID-19 cases further undermined risk sentiment last week – even though, as U.S. President Trump noted, increased testing appears an...

Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s...

After basking in fever pitch risk-on sentiment in the previous week, global markets slumped last week as dour economic forecasts from the U.S. Federal Reserve and a...

In this note, we contend that the global share market rally, which has been primarily US equity market driven, has thus far been entirely driven by central banks. The...

I review the state of play in financial markets, and outline why I think there are such attractive opportunities now for the careful investor (5 mins).

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...