global equities

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...

We all love to hear a bull and a bear debate a stock, but no stock seems to get the blood boiling as much as Tesla. It was supposed to be a benign conversation about...

Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so...

It’s easy to see why so many investors are caught up in the hype of 5th generation wireless technology. We hear of 5G powering a new age of technology, transforming...

With the rise of speculative asset classes, risk-taking retail investors and the threat of inflation looming over markets, the last place I expected to find a safe...

There are few investors currently prepared to take a contrary view on inflation. Most are expecting it to rise but view it as transitory - a shorter-term consequence...