global equities

You hear a lot about the concept of disruption and the impact that this is having on established brands. The rise of social media has been a key enabler for small...

Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high...

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at...

When we think about the economic progress of the human race over the past 50 years, there is probably no more important development than our ever-increasing ability to...

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change...

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...

Want to stay invested in shares whilst also taking a defensive position? We spoke with Nikki Thomas, Portfolio Manager at Alphinity about adding a defensive bias...

February offers insights on companies and economies around the world, including the US and China, which are of particular interest this time around. This years’...

According to the latest edition of the Janus Henderson Global Dividend Index (Index), global dividends finished 2018 at a new record high, as a strong fourth quarter...

It’s the world’s largest restaurant chain by revenue and if you’d picked up 100 shares in the IPO your investment would be worth over US$12million today and you'd be...

Attending the Consumer Electronics Show (CES) held annually in the US is always an amazing experience. 180,000 people from 150 countries with 4,500 exhibitors spread...

The message for 2019 that we should take away from the volatility of 2018 is that it is going to be a year of divided outcomes. In most years, there are always enough...

The last two weeks have been at odds with our expectations – the market has gone into capitulation mode judging by price action and record outflows. The ‘late cycle’...

We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. ...

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those...