global equities

Only a third of the 2,300 international companies in the MSCI World index have been listed since 1990. Of these, it might surprise you that the top-performing stock...

There is a special trait that appeals to us as investors – enduring commercial value, writes Pooja Shirangi from Lakehouse Capital. We've found several companies which...

Click here to watch Sam Ruiz's Global Equity Markets Update For global equities in February, it was really the market focused initially on the continued theme of...

The ‘Value versus Growth’ argument is often presented as a dichotomy. Either you buy “bombed out cyclicals” or low multiples, or you buy high-growth, often...

With International Women’s Day (IWD) coming up on 8 March, we asked Channel Capital how they're celebrating and to share some of the stories that make women...

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...

Private equity markets have deepened so much that private companies can now stay private and continue to access private capital forever, a fundamental game changer for...