global equities

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:...

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...

Markets are shattering records all over the world and in every asset class. Although the decline in US equities is not near the long-run average for bear markets...

It’s not as if we didn’t know it was coming. Jerome Powell could hardly have been clearer at the recent Jackson Hole summit that the Federal Reserve (Fed) will keep up...

In the first half of 2022, there were two main winners that dominated markets around the globe - energy and materials stocks. Resource-reliant investors would have...

Forward PE Ratios — Real Cheap (but for real?): We have seen a major move in forward PE ratios across countries this year. The median forward PE ratio across...