global equities

This year alone Microsoft founder Bill Gates added over US$22 billion to his personal wealth, now at an eye-popping total of US$113 billion, making him the world’s...

Kimberly-Clark (NYSE: KMB) is a US consumer goods giant, distributing mostly paper-based personal care brands like Kleenex, Kotex and Huggies.So why does its share...

Not many people get to meet an investing legend in their lifetime, let alone someone who pioneered markets like Peter Lynch, but as a graduate on Fidelity's analyst...

A slowdown in global dividend growth is underway, according to the latest Janus Henderson Global Dividend Index (Index). This trend began in the second quarter, as...

Our global equity team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to...

As I look back on the US reporting season, one stock that I believe delivered an outstanding set of numbers is Facebook. The third quarter was volatile, both for...

For outsiders, Brexit is the show that keeps on giving. For the stoic British, a source of much frustration.From an investment perspective, Perpetual Investments has...

The US S&P 500 Index has rallied ~6% from mid-August lows to be back at all-time highs. This is a classic example of the equity market climbing the wall of worry. Back...

When managers refer to a company as being of high quality, this generally refers to the company’s metrics demonstrating strong financial statements, sustainable...

We've recently learnt about the emergence of a new generation of Australian companies that we've dubbed the Offshore Growers. These companies have expanded offshore,...

Finding companies that have high returns today is simple enough; simply run a screen over the market looking for high returns on capital. But the real question is...

France-based LVMH, which sells fashion, alcohol, watches, jewellery and cosmetics, is the world’s leading personal-luxury-goods company. In its 2018 annual report, the...

In the first part of this series, we discussed the emergence of a new generation of Offshore Growers. So why have the Offshore Growers succeeded now when the past is...

The car took 62 years to reach 50 million users, the TV did it in 22 years, and Facebook managed the same feat in just three years. In today’s fast-changing world,...

I just came back from a Europe research trip and the general business environment looks OK – there is light at the end of the tunnel. But the ECB continues to drive...

The demographic of Australian investor is getting older and with interest rates and bond yields falling to record lows there is a real thirst for income, particularly...

In the 1980 blockbuster, The Empire Strikes Back, Master Yoda utters the line: “Difficult to see. Always in motion is the future”.If Master Yoda hadn’t been a Jedi...

Seasonality of payouts, an over-reliance on the financials and resources sectors, and a lack of dividend growth means that Australian investors would benefit from...

Nick Griffin, the founding partner and Chief Investment Officer at Munro Partners, is a self-described "growth" investor. In a world where labels are often confusing...

There is a simple secret to building long-term wealth - earn consistent, attractive returns on capital, re-invest these returns and allow them to compound and...