global equities

Latest news and analysis on global equities

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
Equities

What will be the biggest selling drug of all-time?

We weigh the latest blockbuster weight-loss drugs against pharmaceuticals (and others) that have gone before
+3
Ted Alexander
BML Funds
Asset Allocation

How to generate high alpha without high concentration | Dr David Allen

Murdoch speaks with Dr David Allen, Plato Investment Managements Head of Long/Short Strategies & PM of the Plato Global Alpha Fund.
+1
Murdoch Gatti
York Wealth Management
Equities

Renewable energy stocks: changing winds?

Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest
Anthony Doyle
Anthony Doyle
Firetrail Investments
Education

Kerr Neilson’s 7 top tips for navigating today’s market

From a critique of central banks to areas of opportunity today, the investment veteran doesn't shy away from sharing his views on markets.
+4
Ally Selby
Livewire Markets
Equities

Climate moneyball: the star player stocks aren't the usual suspects

Ideas on how to assemble a portfolio able to be competitive in a changing world
+1
Kym Sheehan
Livewire Markets
Equities

Have your cake and eat it too: Generating top return from impact investing

With problems requiring solutions, you can focus on the problems or invest in the solutions. Hari Balkrishna does the latter
+2
Kym Sheehan
Livewire Markets
Equities

Why we're backing this ASX-listed fund manager trading on cheap valuation metrics

In this article, we discuss the investment case for a large scale global fund manager currently trading on attractive valuation metrics.
GQG
+2
Robert Gregory
Glenmore Asset Management
Asset Allocation

What's a go anywhere strategy? European banks, commodities, copper, oil & gas and the online gambling industry| Kevin Bertoli

Murdoch speaks with Kevin Bertoli the Co-Portfolio Manager of Global and Australian equities of PM Capital.
BHP
+6
Murdoch Gatti
York Wealth Management
Equities

A changing world and the trends shaping it: three sectors to look for global opportunities

A new world calls for discipline around the fundamentals while being open to opportunities.
Kym Sheehan
Livewire Markets
Investment Theme

Meet the Manager - Morry Waked from Vinva

This interview was originally published on October 9, 2023
Future Generation
Future Generation
Equities

Two quality European multinational companies trading at attractive valuations

I provide some insights from a recent tour of Europe and from companies on the ground.
Garry Laurence
Profeta Investments
Expert Insights

When markets are unreliable, invest in reliable companies

This is how global equities portfolio manager Iain Fulton finds them.
Chris Conway
Livewire Markets
Livewire Live

Are these megatrends overhyped or underrated?

In this panel session, three global investing experts break down the world's biggest megatrends and name their top picks for the year ahead.
Livewire Exclusive
Livewire Markets
Buy Hold Sell

From 55,000 stocks to the chosen few: How to hunt for the world's best opportunities

Magellan's Nikki Thomas and Claremont Global's Adam Chandler share a little of their process and how they sift the investment universe.
+1
Buy Hold Sell
Livewire Markets
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