global equities

Gold and gold equities are viewed as a safe haven. As a result they typically exhibit a low correlation to global equities which is particularly true during drawdowns...

I share three characteristics of companies that outperformed last year and why these same characteristics should matter again in 2023.

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?

Anything is possible in financial markets but the need for income never changes.

We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?

2022 was an odd year but 2023 brings new opportunities if you just know where to look, as Garry Laurence of Profeta Investments explains.

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...

Just over a month ago, FTX crypto exchange founder, Sam Bankman-Fried’s (SBF) net-worth was $16 billion. Today, the 30-year old is shackled in a Bahamian prison that...

2022 has been an incredible year of changes within the macro landscape. We’ve seen one of the first major, sustained bear markets in many investment professionals’...

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...