global equities

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...

It’s been an eventful start to the year so far in global financial markets - so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many...

Management team changes can be typically disruptive for companies, often because it may further compound the already challenging position that led to the original need...

It was the father of Value investing Benjamin Graham who first recognised the benefits of investing in quality companies. Graham found that investors suffered the...

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...