global equities

Designating low-PE stocks as value is a flawed concept. On average and over many years, low-PE stocks have generated much lower EPS growth, were more likely to cut...

The Perpetual Global share fund was established in January 2011. I took the view that global markets offered much more exciting and rewarding opportunities than the...

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...

Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...

At Cooper Investors, we spend a long time thinking about the culture that drives human behaviour. As management consultant Peter Drucker put it, "Culture eats strategy...

The continued rise in in U.S. COVID-19 cases further undermined risk sentiment last week – even though, as U.S. President Trump noted, increased testing appears an...

Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s...

After basking in fever pitch risk-on sentiment in the previous week, global markets slumped last week as dour economic forecasts from the U.S. Federal Reserve and a...