global equities

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...

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...