global equities

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...

There are only two times in history that the market has been more expensive than today; March of 2000, and in 1929. Students of financial history would recognise these...

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...