global equities

Two global fund managers define Quality investing and delve into 12 stocks

Feedback from Silicon Valley I attended a technology conference in San Francisco in March. Whilst most companies are still seeing continued growth in demand for their...

Longview Economics' Chris Watling argues the US is still very expensive on every measure - and the burst is not done yet.

GCM Grosvenor CIO and Pengana Private Equity Trust Fund Manager Fred Pollock pulls back the curtain on the private equity landscape.

With the world's financial system on fire, what more could you want...

Schroders' Benjamin Alt and David Bajada explain their recession-resilient approach to investing.

On scammers, traps and finding value in today's market, Lazard's Warryn Robertson isn't afraid to reveal it all.

Global quality growth stocks underperformed during 2022. This was due to a perfect storm of excessive valuation levels, rapidly rising interest rates, and the very...

We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.

I explain in simple terms why Silicon Valley Bank failed, what lessons investors can draw from this, and some of the potential consequences.