global equities

In the first part of this series, we discussed the emergence of a new generation of Offshore Growers. So why have the Offshore Growers succeeded now when the past is...

The car took 62 years to reach 50 million users, the TV did it in 22 years, and Facebook managed the same feat in just three years. In today’s fast-changing world,...

I just came back from a Europe research trip and the general business environment looks OK – there is light at the end of the tunnel. But the ECB continues to drive...

The demographic of Australian investor is getting older and with interest rates and bond yields falling to record lows there is a real thirst for income, particularly...

In the 1980 blockbuster, The Empire Strikes Back, Master Yoda utters the line: “Difficult to see. Always in motion is the future”.If Master Yoda hadn’t been a Jedi...

Seasonality of payouts, an over-reliance on the financials and resources sectors, and a lack of dividend growth means that Australian investors would benefit from...

Nick Griffin, the founding partner and Chief Investment Officer at Munro Partners, is a self-described "growth" investor. In a world where labels are often confusing...

There is a simple secret to building long-term wealth - earn consistent, attractive returns on capital, re-invest these returns and allow them to compound and...

Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed, and there are even those who say...

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, GSFM and its fund...