global equities

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...

There was much fanfare on the 22nd May 1994 when millionaire Japanese dentist Akihiro Kabe and co-driver Takeshi Okano approached the start of Australia’s inaugural...

We are at an inflection point when it comes to the outlook for US monetary policy because three macroeconomic realities are colliding that could lead to a sudden...

In the past quarter, we have seen a significant divergence between the performance of the US stock market compared to emerging markets and Europe. Donald Trump’s hard...

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...

Great investment ideas can come from anywhere, including your everyday observations as a consumer. Will Low, Head of Global equities at Nikko Asset Management recounts...

There are only two times in history that the market has been more expensive than today; March of 2000, and in 1929. Students of financial history would recognise these...

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says...

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...