global equities

Lakehouse Capital chief investment officer Joe Magyer has harboured a curiosity for investing from an early age - his earliest memories filled with nostalgic...

In this concluding piece, we introduce some more concrete investment options in the global listed equity space that we think may benefit from increased investment in...

For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic...

The last month marked the anniversary of the rapid global spread of COVID-19. It was a time of massive panic, underscored by unknown health risks, school and office...

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. There’s a high-flying first mover with...

Global small caps have had a bonza 12 months, having well and truly recovered from their COVID-lows. And while big tech and speculative investment vehicles like SPACs...

The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity...

Companies that are profit-driven to the detriment of environmental, social and governmental (ESG) issues become certain targets of regulator action and expose...

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...