global equities

The range of global mid- and small-caps is a far flung galaxy, so you'd best pay attention or you'll miss the next rocket ship. The best and biggest stocks in the...

As part of the Livewire income series, we’ve decided to put together our own three-part focus on income, its value right now, the challenges and trade-offs when...

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

For the majority of 2021, Chinese equities have underperformed the US and Europe as economic and regulatory fears cast a shadow over companies operating in the world’s...

For all his success, Kerr Neilson surprisingly comes across without ego. He is undeniably warm, profusely philosophical and wonderfully humorous, pausing at the outset...

A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha. In our view, this is a flawed...

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...

Across household garages you once found cordless tools from many different brands. That is changing, with the eye-catching green of Ryobi filling the room. In a world...

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...