global equities

Latest news and analysis on global equities

Livewire Live

Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024

The list of the stocks the experts favoured for coming years and in a range of themes.
BRG
+21
Sara Allen
Livewire Markets
Rapid Fire

No flashy screens or sell-side research: How this investor cuts through the noise

...and keeps to investing's golden rule: let quality compounding do the work for you.
Hans Lee
Livewire Markets
Views from the Top

Why you should play the long game on this big market theme

Plus, will long-suffering shareholders with diamond hands be rewarded for their investment in this sector?
+1
Hans Lee
Livewire Markets
Equities

Firetrail Weekly | Insights from the Trail

In markets this week...
Anthony Doyle
Anthony Doyle
Firetrail Investments
The Pitch

Not all healthcare stocks are created equal. Here are 3 this fundie is backing

Plus, a closer look at what it really takes to understand investing in biotechnology stocks.
+1
Hans Lee
Livewire Markets
Education

Mission Critical: The company supporting the world’s biggest brands

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

The $10,000 portfolio: How our picks fared over the past year

Reflecting on the year, we analyse the performance of Intercontinental Exchange, GE Healthcare, and Microsoft.
+1
Lachlan Hughes
Swell Asset Management
The Pitch

An underappreciated small cap worthy of an energy investor's interest

Plus, insight into why being an old world energy firm with new energy ventures isn't enough to get you noticed by impact investors.
Hans Lee
Livewire Markets
The Pitch

3 impact stocks to access the AI megatrend (beyond NVIDIA)

This fund manager proactively looks for the stocks that are creating solutions to the potential impacts that AI may bring.
+2
Hans Lee
Livewire Markets
Equities

Top performing funds: 3 of the top 5 global equities funds came from this manager (the best delivered 42.75%)

Munro Partners enjoyed strong FY24 performance across multiple funds. We spoke to the team for their take on markets & some stocks they like
+5
Chris Conway
Livewire Markets
Equities

Management choices that help great businesses stay great

How do investors identify which of today's great businesses will stay great? Here are three management choices that can make the difference.
Stephen Arnold
Aoris Investment Management
Buy Hold Sell

Why you should only focus on your best ideas (and 2 to get you started)

Plus, our guests share some of the major wins, lessons and learnings from following a high conviction approach.
+4
Buy Hold Sell
Livewire Markets
Funds

Top performing funds: How 2 global equities managers dominated in FY24

It’s been a stellar year for global equities, courtesy of the tech-fuelled boom, but which fund managers topped the charts?
+1
Sara Allen
Livewire Markets
Equities

Paul Moore on why having an exit strategy is crucial with markets at all-time highs

Markets are flying, stocks at all-time highs, and not a cloud in the sky. What happens when the wind changes...Do you have a strategy?
Chris Conway
Livewire Markets
Equities

The Future Fund likens the current era to the 1930s. Where is the best place to hide?

If history is a guide, you should consider increasing your exposure to global equities
Dr David Allen
Plato Investment Management
Rapid Fire

Don’t be scared by all-time highs in global equities, there’s likely more on the way

The global equity party is in full swing, with AI and energy demand spiking the punch
+3
Chris Conway
Livewire Markets
Equities

From cyber attacks to cyclones: mastering the toughest insurance markets

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.
Antipodes Partners
Antipodes
Macro

Morgan Stanley’s 5 high conviction calls for the next 6 months

And why the team is overweight European and Japanese equities
Sara Allen
Livewire Markets
Equities

Debt – investment implications of higher borrowing levels

Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support their economies. High debt...
Tim Richardson
Tim Richardson
Pengana Capital Group.
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