global equities

Just like lying to your doctor about your alcohol consumption, or telling strangers that you've never watched The Bachelor, many of us (read: most) might not want to...

It is a truth universally acknowledged that a decent investor in possession of a good sense of opportunity is in want of one great stock pick. Well, maybe not. But we...

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...

There’s no denying the world is ‘going greener’. A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during...

November was a wild month in global markets between the conclusion of the US election and multiple rounds of good news regarding vaccines for Covid. We welcome the end...

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...