global equities

In this note, we contend that the global share market rally, which has been primarily US equity market driven, has thus far been entirely driven by central banks. The...

I review the state of play in financial markets, and outline why I think there are such attractive opportunities now for the careful investor (5 mins).

Global equities pushed higher in May, continuing the rebound of the previous month, reflecting ongoing hopes of a speedy return to economic normalcy as both new...

Welcome to Magellan Minutes, a new investment insights initiative in which senior members of our investment team dissect the markets and take a deeper look into the...

We can think of any investment decision as the coming together of an object, data and analysis, with a subject, the decision maker. This decision maker may be a person...

Activision Blizzard is the largest US listed video gaming company, with revenues of around $7 billion and over 400 million monthly players across its titles. Its hit...

Eileen Riley is co-Portfolio Manager of the Loomis Sayles Global Equity Fund, which manages over $250 billion of assets across equity and fixed interest markets, and...

As part of their 2004 IPO registration statement, the founders of Google (now Alphabet - NASDAQ: GOOGL), Sergey Brin and Larry Page, included an Owner’s Manual...

“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...

Global equities continued to remain focused on re-opening hopes last week, disregarding apocalyptic economic data from most corners of the world outside of China. The...