global equities

To many investors today the subject of inflation presents three burning questions. 1) When will it really hit? 2) How badly will it hit? 3) How can we prepare our...

With the value of US equity markets more than doubling over the past decade, it is surprising to see that the number of companies on US exchanges is rapidly...

A degree in aeronautical engineering is surely the most unconventional route for a career in funds management but it's a route that has greatly assisted Nick Kirrage,...

When it comes to market sentiment, a quarter can make a world of difference. Much hype surrounded value during the first quarter of 2021. Now, throughout the second...

Nike (NYSE: NKE) is the global athletic market leader selling footwear (~60% of sales), apparel and equipment across all regions of the globe (~40% North America, ~25%...

Mergers and acquisitions (M&A) are often pitched with flashy PowerPoints and lofty promises, but a lot can go wrong. In this piece, we put M&A to the test. We find out...

When Sam Granger, a 29-year-old from Sydney's Northern Beaches, jumped on a Zoom call with me last week to talk about his newly established fund Equanimity Partners (I...

Having landed his very first job in investment at the then Bankers Trust under the wing of legendary investor Kerr Neilson, Andrew Clifford was always destined for a...

Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more...

There are two words to describe this quarter for our most tipped global stocks – ‘regulatory pressure’. Big tech, also known as the COVID winners, have been put in...