global equities

The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...

Since Apple released its iPhone in June 2007, its share price has soared more than 3100%. So how can you identify the next great compounder?

After a number of years of zoom meetings rather than face to face meetings with our portfolio of companies, I finally managed to leave Australia and visit our...

As the world embraces the energy transition, mining and metals companies stand to be major winners. Creating and storing renewable energy requires vast amounts of...

No matter your age or experience as an investor, we all relish the moment a big, juicy dividend hits our accounts. Here in Australia, we are used to such icons as the...

Successful investing is unashamedly a game of few winners and many losers. It’s about zeroing in on individual companies that demonstrate an ability to grow profits...

In our September quarter’s Investment Insights section, we deconstructed the total return of the S&P500 Index into its fundamental building blocks and highlighted...

Sustainable investing is a phenomenon. According to the Global Sustainable Investment Alliance , US$35.3 trillion, or more than a third of all assets in five of the...

As you’ve no doubt noticed, the world’s market commentators, brokers, and analysts have turned decidedly bearish. And they have good reason to be pessimistic. But this...

A colleague and I just returned from a busy trip visiting 16 public companies in the US, taking us everywhere from New York City to Winona, Minnesota (population:...