global equities

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...

If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...

Buy the dip may have become a new catch-cry for many investors but for global equity manager Walter Scott, brought to you by Macquarie Professional Series, enthusiasm...

It is, without question, the geopolitical quandary of our time. The US has led the global hegemony for more than two centuries. However, China's economy has grown at...

Ok, I get it. That is not the most positive headline. And although I am a glass-half-full gal, Chad Padowitz, the co-chief investment officer at Talaria Asset...

When investors write the history books, chances are the 2022 chapter will read something along the lines of "making money was rough and tough." The S&P 500 has had...