global equities

In the payments sector, there are plenty of growing, attractively priced, high-quality companies - despite the significant falls among profitless technology companies,...

2022 began with global stock markets around record levels, leaving many investors primed to sell equities. However, timing the market is more likely to reduce your...

Several months before the pandemic began, Pulitzer Prize-winning author Liaquat Ahamed wrote a piece for The New Yorker with a bold headline aimed at a contentious...

Mitsubishi Electric (ME) is one of Japan’s largest industrial conglomerates with a hugely diversified product range including air conditioners, refrigerators, car...

It’s still unclear what impact Omicron could have on an economy just starting to normalise, says Antipodes’ Alison Savas. In her latest podcast, she explains that...

Every market cycle presents investors with opportunities and the past 24 months have been no exception. The trick to outperforming in uncertain times is knowing how to...

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...

In global markets today, much hype surrounds concept stocks and companies trading on nose-bleed valuations. But as inflation drumbeats grow louder, it is resilient...

We have made significant adjustments to our portfolio of quality Australian and global listed companies as the disruption of the pandemic gradually clears. We search...

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber. For the sector, a...