global equities

The pace of the spread of COVID-19 globally has been faster than many of us had expected or could have feared. The first case in China can be traced back to November...

One of Hari Balkrishna’s secrets to successful investing is the willingness to pay a reasonable premium for top notch businesses. The T. Rowe Price Associate Portfolio...

Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...

Following on from our “Tracking the Coronavirus (COVID-19)” article last week, we thought we would provide an update to this fluid situation.Munro Partners has been...

COVID-19 is a fast-moving and fluid situation. The most likely outcome of the efforts to contain this health emergency is a near total shutdown of the world’s economy...

For Magellan's Vihari Ross, investing in a stock is akin to finding an incredible athlete and placing them into an elite sports team. A tremendous amount of research...

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...

Local investors have a good appetite for Australian small and medium cap companies. But there’s a huge universe of global companies in this category that are also...

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....

Entertainment is no longer restricted to the home or an entertainment venue. The proliferation of entertainment options through digital and online services has changed...

There is perhaps no better example of an industry undergoing digitisation than the automotive industry. The internal combustion engine is being supplanted by the...

In 2019 the world spent roughly 5% of global GDP or $4 trillion on technology. By 2030, this is expected to double to more than 10% of GDP or an estimated $14...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and...

As we enter 2020, many Australian investors may be looking to diversify their share portfolios by investing in global equities. If you’re one of them, you might have...

Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian...

Global equity markets have bounced back strongly after a down year in 2018. What is your outlook on equities going forward? We are still constructive on equities in...