global equities

Being the largest player on the field is not an advantage in every sport, but if you’re 7 ft on a basketball court you have a built-in edge. Likewise, there are many...

In his previous video, high conviction fundie Stephen Arnold of Aoris Investment Management shared insights around his simplicity-led investment process and why he...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

This week we published the latest Global Income report, which analyses income from global equities during the quarter ending 30 June 2020 – a significant period for...

In this three minute video I discuss the highlights of my latest thoughts on markets – the post-market correction environment, the stocks to watch now and why it’s a...

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...