global equities

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...

Semiconductor equipment manufacturer ASML (NASDAQ:ASML), paint and coating company Sherwin-Williams (NYSE: SHW), and payments company Mastercard (NYSE:MA) are examples...

The best approach to generating outsized returns in equity markets is to identify individual winners on a bottom-up basis. Big winners drive overall returns to an...

For a while now, investors looking for exposure to the seemingly inexorable rise of China looked to popular western-owned global brands such as Nike or Starbucks. But...

Retail is a business where competitive fade is the norm. They get tired, out of touch or lazy. The list of once great but now dead or struggling retailers is long. In...

As our global equities experts Catriona Burns and Nick Healy assess the state of the world economy, there are plenty of reasons for optimism. At the same time, the...