global equities

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.

Do sinful stocks really stack up? In this wire, I'll run the ruler over the alcohol and tobacco industry.

In the latest episode of Inside the Rope, David Clark sits down with Mark Barker, Head of International at GQG Partners, a renowned asset management firm. Mark...

Plus, Mason Stevens' Jacqueline Fernley shares where we could be in the market cycle.

Contrarian investing is not a bad thing.

A 30-35% chance of a US-led recession suggests there's much more left in this story.

The Triple J Hottest 100 winner that provides a clue to one of the hottest opportunities in the market today

Netflix's resilience and dominance in the streaming landscape make it an intriguing investment for the long term.

What is it about the best businesses that makes them more compelling investments than their next-best peers?

Most global equity funds started in the red but had strong gains in the final six months of the 2022-2023 financial year.

Alexandre Ventelon of Morgan Stanley Wealth Management steps up to share how he would invest some fresh investor capital.

The release of Chat GPT 3, last year, showed the world’s population the benefits that artificial intelligence (AI) can bring to their daily lives. I showed my children...

A key US recession indicator just turned red but what does it mean for equity investors?

Chinese households avoid borrowing, Fed dot plot tightens, UK inflation crunch, OECD producer prices fall while CPI lags and more.

With central banks near the end of the hiking cycle, it is time to sell equities and buy bonds. Lock in income and protection while you can.

5 key considerations investors should evaluate before choosing between investments with shorter (1.5 yr) and longer (7 yrs) time horizons.

In this episode, PM Capital's Paul Moore and Antipodes' Jacob Mitchell analyse five stocks making waves on the global stage this year.

From big banks to smaller tech and healthcare, there are plenty of opportunities for impact-oriented investors to make solid returns.

In this episode, Antipodes' Jacob Mitchell and PM Capital's Paul Moore share their secret to finding value in today's volatile market.

To help investors overcome high volatility and difficult macro conditions, private equity assets can be an attractive alternative.