global equities

Entertainment is no longer restricted to the home or an entertainment venue. The proliferation of entertainment options through digital and online services has changed...

There is perhaps no better example of an industry undergoing digitisation than the automotive industry. The internal combustion engine is being supplanted by the...

In 2019 the world spent roughly 5% of global GDP or $4 trillion on technology. By 2030, this is expected to double to more than 10% of GDP or an estimated $14...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and...

As we enter 2020, many Australian investors may be looking to diversify their share portfolios by investing in global equities. If you’re one of them, you might have...

Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian...

Global equity markets have bounced back strongly after a down year in 2018. What is your outlook on equities going forward? We are still constructive on equities in...

This year alone Microsoft founder Bill Gates added over US$22 billion to his personal wealth, now at an eye-popping total of US$113 billion, making him the world’s...

Kimberly-Clark (NYSE: KMB) is a US consumer goods giant, distributing mostly paper-based personal care brands like Kleenex, Kotex and Huggies.So why does its share...