global equities

Value investors, including Charlie Munger, have been snapping up cheap shares in China in recent months. So is now the time to be greedy as fear levels rise? Angus...

Will Australian investors’ love affair with the “Big 4” banks resume after the pandemic, or has the equity income dynamic shifted forever? And what’s the big sector...

For Magellan’s Brett Cairns, understanding innovation came from an unusual source: a story about McDonald's' milkshakes written by Harvard professor Clay Christensen....

We’ve spent the last 2 wires talking about the importance of equity income as part of total return, but also looking at some of the challenges with chasing it in...

Recent regulatory crackdowns in the Chinese market have triggered selloffs across many of their largest tech names. BAT stocks (Baidu, Alibaba, Tencent) alongside the...

Consumers have never been more fickle, in a world of fast fashion and next-day delivery. Covid has further upended our purchasing behaviours and expectations. Against...

It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace — and underestimate the ones we ourselves are living...

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the...

It is often good to look back at where we have been and consider how our views have evolved over a specific period towards the current consensus. In this context,...

You may not bet billions on stocks like Buffett, or be hard as (Cathie) Wood to ride the Tesla rollercoaster, but these global investors sure know a thing or two...