global equities

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?

In the final installment of Harding Loevners Porter's Five Forces series, Director of Research Yoko Sakai looks at the rivalry and competition between existing...

In this episode of Harding Loevner's five-part Porter Forces video series, Co-Deputy Director of Research David Glickman discusses the threat of new entrants with a...

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China

The threat of substitutes, or substitution risk, is when a customer either does something themselves, goes with a used rather than a new version of a product, or uses...

Central banks are more dovish and momentum strong. So, are we more positive? Less negative than more positive might be an apt description.

Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted more rapidly than...

Murdoch sits down with Vince Pezzullo Head of Aus Equities at Perpetual. We discuss Ozempic impact on healthcare, FLTR, IAG, WOW, BSL & more

On Thursday, Livewire attended Wilson Asset Management's Sydney shareholder briefing - and artificial intelligence was the topic du jour.

Plus, a stock pick to wet your appetite.

The latest Firetrail Equity Edge Podcast has just landed.

Looking for a break from US mega-cap tech stocks? In this wire, I profile four outstanding UK mid-cap stocks owned in the Aoris portfolio.

Discover the eight themes emerging from our company engagements so far this year, and what it says about the balance of 2024 and beyond.

In this video, I discuss the complexities of current market dynamics and where I see opportunities for value investing.

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.

L1 Capital recently held an investor presentation for the L1 Capital International Fund - these are the key insights from the presentation

Three global multi-asset investors delve into stocks and Alternatives and name their best under-appreciated opportunity

The latest Firetrail Equity Edge Podcast has just landed.

Taylor Swift has arrived at our shores. Are you ready for it?

How value signals (and relative value) work in the case of global equities