global equities

The pace of innovation in the modern world is now turbo-charged. In today’s internet age, groundbreaking innovations create global shifts. All markets are subject to...

At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...

Pinterest (NYSE:PINS) is a technology and social media platform best described as a “visual discovery” search engine. It lets users ‘pin’ or bookmark ideas they like;...

This year, the hits have come hard and fast, with the global pandemic wreaking economic devastation and seemingly changing life as we know it. Fear and anxiety have...

Robert Luciano of VGI Partners spotted the enormous growth potential of Amazon back in 2013 when it was trading at ~US$250. At the time, there were two trains of...

Today marks one week until what has become one of the most polarising elections in US history - an election that could have the highest voter turnout since 1908. We...

In this episode of Magellan - In the Know, I talk to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser, the makers of brands such as Detol,...

It’s been a tough year, but there’s some positive news for investors seeking income from global equities in our latest Global Income Quarterly report.For those not...

As the pandemic accelerates the shift to online shopping, investors have favoured those retailers with superior e-commerce capabilities as the winners in a...

Global equity markets had another positive quarter, continuing to build on the strong recovery from the COVID-19 lows in March. A flattening of the COVID infection...

COVID-19 has turned investors’ attention to healthcare stocks, many of which have reached record highs of late. While these types of stocks provide essential goods and...

The tremendous performance of the U.S. equity market over the past six months has confounded many investors. Yet, look under the surface and it might make more sense....

In this episode of In The Know, I talk to Kevin Johnson, President and Chief Executive Officer of Starbucks. In this wide reaching interview we find out how Starbucks’...

In the 1990s Microsoft capitalized on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive...

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia...

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...