global equities

Income is the bedrock of equity total returns in Australia, however to receive it investors are reliant on a company's ability and desire to pay dividends. But what...

After a hiatus of almost three years, together with a colleague I spent the first week of September visiting companies in Europe and the UK . In this short wire, I...

Mobile phone towers might not strike investors as too exciting until they look at the fundamentals and growth outlook for this vibrant sector.  In this piece,...

Let's face it - global investing is a tough nut to crack right now. Between the war in Ukraine steering the Eurozone straight into a recession to the US Federal...

ERP Valuation Indicator: This is an important chart for global equities. Despite some reduction in valuations (e.g. PE Ratios have fallen), the issue is that bond...

Rising inflation, higher interest rates and slowing economic growth all pose separate threats to the attractive dividends currently being paid by Australian...

We conduct over 200 hours of research on every company we invest in. The focus of this research is on the true drivers of a company's earnings and its share price....

The first half of 2022 has been extremely busy for Alphinity’s five global portfolio managers. Collectively, they have gone on 9 overseas investment trips,...

Population growth trends: Demographics has been a hot topic lately, with apparently opposing forces arguing on the one hand for higher population growth to avoid...

Despite all the doom and gloom that we have been reading about markets, it's surprisingly been a pretty good month for investors - other than those invested in...