global equities

As 2020 nears an end, investors face a challenging combination of crosscurrents. On the positive side, the US election has passed with a market-friendly outcome and...

Something interesting happened a month ago. I woke up on the 9 November and found one of the companies in our portfolio had rocketed overnight. And by rocketed, I...

In recent weeks the wheels have been turning on a market rotation following positive news on COVID-19 vaccine developments. We now enter 2021 with confidence that it...

It’s no secret that a handful of large-cap tech stocks now dominates many indices and has driven a significant portion of recent stock market gains. Tech giants...

The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...

It would be difficult to read the business news or spend five minutes in front of your Bloomberg terminal without seeing their names. Both companies have been in...

NextEra Energy, the world’s largest generator of wind and solar energy, has overtaken Exxon to become the most valuable energy company in America. In just 7 years,...

Amongst many investors right now, ‘financials’ is a dirty word. Concerns around net interest margins and profitability arising from ‘lower for longer’ interest rates...

The pace of innovation in the modern world is now turbo-charged. In today’s internet age, groundbreaking innovations create global shifts. All markets are subject to...

At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...