global equities

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those...

There was much fanfare on the 22nd May 1994 when millionaire Japanese dentist Akihiro Kabe and co-driver Takeshi Okano approached the start of Australia’s inaugural...

We are at an inflection point when it comes to the outlook for US monetary policy because three macroeconomic realities are colliding that could lead to a sudden...

In the past quarter, we have seen a significant divergence between the performance of the US stock market compared to emerging markets and Europe. Donald Trump’s hard...

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...

Great investment ideas can come from anywhere, including your everyday observations as a consumer. Will Low, Head of Global equities at Nikko Asset Management recounts...