global equities

In this article, we discuss the investment case for a large scale global fund manager currently trading on attractive valuation metrics.

Murdoch speaks with Kevin Bertoli the Co-Portfolio Manager of Global and Australian equities of PM Capital.

A new world calls for discipline around the fundamentals while being open to opportunities.

This interview was originally published on October 9, 2023

I provide some insights from a recent tour of Europe and from companies on the ground.

This is how global equities portfolio manager Iain Fulton finds them.

In this panel session, three global investing experts break down the world's biggest megatrends and name their top picks for the year ahead.

Magellan's Nikki Thomas and Claremont Global's Adam Chandler share a little of their process and how they sift the investment universe.

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over high quality global names and each bring one of their own.

Andrew Macken, Montaka’s CIO, shares his personal journey of building a career in global equities in this insightful article.