global equities

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. ...

In his 1841 book, Extraordinary Popular Delusions and the Madness of Crowds, Scottish journalist Charles Mackay observed that “Whole communities suddenly fix their...

When it comes to the crème de la crème of the investment world, very few companies compete with the likes of Tesla, Tencent and Microsoft. Those who invested in these...

When most investors think about investing in technology leaders, it's the FAANG's, Tesla and other disruptors currently exciting the market. But there's a lesser-known...

2020 was a record year for retail bankruptcies. It's a brutal industry – burdened by high fixed costs, at the mercy of changing consumer preferences, and facing...

The market environment presents investors with a challenging juncture. In the short term, a combination of healthy consumer balance sheets, low inflation, low interest...