global equities

Latest news and analysis on global equities

Asset Allocation

Beware the great equity unwind

Equity investors are focused on a potential soft landing. Longer-term they may face bigger headaches.
Lakshman Anantakrishnan
ANZ Private
Macro

J.P. Morgan warns investors: No "immaculate disinflation" on the cards for markets

And why investors should be more nuanced when allocating to various assets in this market.
Ally Selby
Livewire Markets
Views from the Top

Bob Desmond's hunt for 20% value gaps and two stocks that make the grade

The Claremont Global head also peels back the curtain on the "toughest discipline in funds management" and how he tackles it
James Marlay
Livewire Markets
Asset Allocation

Is the Fed running late to the Goldilocks party?

Patience needed on US rate cut prospects
David Cassidy
Wilsons Advisory
Equities

Where Forager is hunting in 2024 (including 8 stocks and one unloved sector)

Forager's investment team reflected on how their global and Australian equities strategies fared in 2023 and what's ahead this year.
VVA
+4
Glenn Freeman
Livewire Markets
Equities

Why now is the time to start uncovering smaller companies around the world (and 2 great examples)

We are finding a lot of opportunities in global small caps and have provided a summary of our thoughts on Expedia and Stoneco.
+2
Garry Laurence
Profeta Investments
Equities

3 stocks set for ‘takeoff’

This article unveils the growth narratives propelling 3 standout stocks, S&P Global, KKR, and Spotify beyond current market expectations.
+2
Andrew Macken
Montaka Global Investments
Outlook Series

How to capture the opportunity in global equities in 2024 and beyond

A new cycle of rapid innovation is upon us.
+6
Nikki Thomas
Magellan
Outlook Series

Move over Magnificent Seven!

Why these three global stocks look more attractive in 2024
Andrew Clifford
Platinum Asset Management
Funds

Which global equity fund delivered 69% in 2023?

The best global equity funds surged over the past year, with a late 2023 rally putting the icing on the cake.
+20
Chris Conway
Livewire Markets
Asset Allocation

View from the (double?) top

Global equity markets have continued to perform strongly in December (~3%) after November’s sharp advance higher.
Alexandre Ventelon
Morgan Stanley Wealth Management
Fund in Focus
Sponsored

3 factors (and 6 stocks) driving the outperformance of L1's newest listed fund

In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.
+5
Ally Selby
Livewire Markets
The Pitch

The signs that could suggest market recovery

And the sectors to watch across 2024, according to Hubert Aarts, Deputy CIO for Impax Asset Management.
Chris Conway
Livewire Markets
Macro

Can active managers outperform when the global economy slows?

Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This gives active global equity...
Tim Richardson
Tim Richardson
Pengana Capital Group.
The Pitch

Why cash flow is king

And not just in the current market environment.
XRO
+2
Ally Selby
Livewire Markets
Views from the Top

Why this value investor believes the opportunity set is growing

And the role the magnificent seven have had in creating market dislocations.
Sara Allen
Livewire Markets
Asset Allocation

Why there is "no reason" to be excessively bearish on risk assets

Tectonic shifts are creating new opportunities for investors with a global mindset.
T. Rowe Price
T. Rowe Price
The Pitch

How this portfolio manager delivered a 33% return YTD

And his five tips on picking great global businesses so you can replicate this outperformance yourself.
+3
Ally Selby
Livewire Markets
Equities

Seven reasons to expect another good year for global equities

Double digit returns are on the cards
Anthony Doyle
Anthony Doyle
Firetrail Investments
Rapid Fire

Why this investor would not make one change to his portfolio even if a recession was certain

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions
Chris Conway
Livewire Markets
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