global equities

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...

Private equity plays a vital role in the financing and in the support of new and growth technologies. Some of the biggest companies in the world — Apple, Google, Meta...

The opportunity in value stocks remains compelling. Long-term investors should ignore the noise and focus on cheap valuations, strong operating metrics, and the solid...

For investors in the crowded global e-commerce space, there’s little room for error. With high-multiple businesses focused on developed western markets garnering most...

After years of being caricatured as the spoilsport of the financial world, environmental, social and governance investing is at last enjoying its moment in the sun....

The recent good news for income investors in Australia has extended beyond our shores as global equities too begin splashing cash in a post-COVID resurgence. Plato’s...