global equities

Latest news and analysis on global equities

Equities

Management choices that help great businesses stay great

How do investors identify which of today's great businesses will stay great? Here are three management choices that can make the difference.
Stephen Arnold
Aoris Investment Management
Buy Hold Sell

Why you should only focus on your best ideas (and 2 to get you started)

Plus, our guests share some of the major wins, lessons and learnings from following a high conviction approach.
+4
Buy Hold Sell
Livewire Markets
Funds

Top performing funds: How 2 global equities managers dominated in FY24

It’s been a stellar year for global equities, courtesy of the tech-fuelled boom, but which fund managers topped the charts?
+1
Sara Allen
Livewire Markets
Equities

Paul Moore on why having an exit strategy is crucial with markets at all-time highs

Markets are flying, stocks at all-time highs, and not a cloud in the sky. What happens when the wind changes...Do you have a strategy?
Chris Conway
Livewire Markets
Equities

The Future Fund likens the current era to the 1930s. Where is the best place to hide?

If history is a guide, you should consider increasing your exposure to global equities
Dr David Allen
Plato Investment Management
Rapid Fire

Don’t be scared by all-time highs in global equities, there’s likely more on the way

The global equity party is in full swing, with AI and energy demand spiking the punch
+3
Chris Conway
Livewire Markets
Equities

From cyber attacks to cyclones: mastering the toughest insurance markets

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.
Antipodes Partners
Antipodes
Macro

Morgan Stanley’s 5 high conviction calls for the next 6 months

And why the team is overweight European and Japanese equities
Sara Allen
Livewire Markets
Equities

Debt – investment implications of higher borrowing levels

Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support their economies. High debt...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Asset Allocation

Innovative future of global private credit - Russel Pillemer

Join us as Murdoch sits down with Russell Pillemer, CEO of Pengana Capital Group to discuss their view on equities and private credit.
Murdoch Gatti
York Wealth Management
Education

Scaling success: the secrets behind continuous market share gains

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Fund in Focus
Sponsored

Why investors need to understand real returns

And how Talaria Asset Management delivers investors income no matter the economic cycle.
Ally Selby
Livewire Markets
Equities

How can global investors benefit from demographic change?

Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age. This is bringing shifts in the...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

A deeper look at diversification

It was the late great (at least in economic circles) Noble Prize-winning economist Harry Markowitz who said the only free lunch in investing is diversification. ...
Chad Padowitz
Talaria Asset Management
The Rules of Investing

700+ meetings each year: How WAM Global uncovers under-the-radar stocks

In this episode, WAM Global lead portfolio manager Catriona Burns sits down for an in-depth conversation on global equities.
WGB
+2
The Rules of Investing
Livewire Markets
Equities

The long-term compounders Hyperion is backing for a better tomorrow

The Hyperion team recently hosted a webinar discussing how they are seeing markets and some of the stocks in the portfolios.
GMG
+5
Chris Conway
Livewire Markets
Equities

Know your exits: Maximising profits through a disciplined valuation approach

Market commentary has a bias towards buying. We apply a disciplined valuation approach, and that includes a strong selling strategy.
+1
PM Capital
PM Capital
Equities

Investing in a higher-for-longer world: tech, commodities, or both?

Parts of the mega cap tech complex are still performing, but is a meaningful rotation into real assets like gold and copper underway?
+2
Antipodes Partners
Antipodes
Education

Power play: the company harnessing nuclear and hydro

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
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