global equities

Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...

Following on from our “Tracking the Coronavirus (COVID-19)” article last week, we thought we would provide an update to this fluid situation.Munro Partners has been...

COVID-19 is a fast-moving and fluid situation. The most likely outcome of the efforts to contain this health emergency is a near total shutdown of the world’s economy...

For Magellan's Vihari Ross, investing in a stock is akin to finding an incredible athlete and placing them into an elite sports team. A tremendous amount of research...

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...

Local investors have a good appetite for Australian small and medium cap companies. But there’s a huge universe of global companies in this category that are also...

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....