global equities

In this video I look at the 'Great Race' to zero interest rates globally amid economic torpor and record market highs, how record low yields are driving record...

An investor's job can be boiled down to two primary tasks, explains Warryn Robertson, Portfolio Manager at Lazard. First, to predict what a company's cash flows or...

All investors are bound to struggle with emotion, as did Olivia Engel, CIO – Active Quantitative Equity at State Street Global Advisors, at the start of her investing...

Think for a moment about the complexity of designing a car. Over 30,000 individual parts are present in a typical vehicle and the design engineer needs to use all of...

"''Don’t be evil.' Googlers generally apply those words to how we serve our users. But 'Don’t be evil' is much more than that. Yes, it’s about providing our users...

There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the outperformance of domestic assets despite losses in global equity markets and rising...

Alphabet’s first quarter result demonstrated a slowdown in websites revenue (advertising revenue from Google websites). The quarterly number only came in 1% below...

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...

Fund managers all have their own individual processes when it comes to selecting investments. Some will be bottom up, others top down. Jordan Cvetanovski, Portfolio...