global investing

After some time on the sidelines, Co-Portfolio Manager Gareth Brown is back in the hot seat, joining me for the latest episode of Stocks Neat as we delve into lessons...

In the latest episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins me as we delve into the world of American investing. Harvey shares his insights on the...

Global quality growth stocks underperformed during 2022. This was due to a perfect storm of excessive valuation levels, rapidly rising interest rates, and the very...

Co-CIO Chad Padowitz takes us through Talaria's investment process and the stocks that have driven their market-leading performance.

Who said value investing means crappy businesses? It’s something we’ve pondered off the back of some questions around our own style. In this episode of Stocks Neat,...

Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...

For those who haven't heard of him, Rick Rieder is BlackRock's chief investment officer of global fixed income, head of the global asset allocation team, and chairman...

Most investors are aware that artificial intelligence, or AI, is an important technological transformation. Yet many still underestimate the sheer power of this...

In July this year I wrote “Zillow — could it be a 10-bagger?”. I presented an in-depth look at the US real estate market and the opportunity Zillow had to digitise...

Some readers may be aware that Fairlight invests across three distinct types of opportunities: high quality growth, stable compounders, and low risk turnarounds....

At Claremont Global, a 10 to 15 stock concentrated quality growth manager that invests globally, we look at the portfolio in terms of the 4Ps: People, Process,...

This wire was written by Amit Nath, Senior Research Analyst with Montaka Global InvestmentsWhen you look at a multiple, it may seem high at first glance. But it is...

Many investors know the unprecedented opportunity that has emerged in US online sports betting. The sector is expected to grow from US$1 billion in 2019 to US$30-50...

The backdrop for Europe is increasingly positive, but there are risks that warrant caution. The economic recovery is well underway: gross domestic product growth in...

The COVID-19 pandemic has been a testing and turbulent part of our lives for what now seems like an eternity. But for some, this challenging period can be a gift,...

Against a backdrop of record-high equity markets and low-interest rates, investing for income while seeking to preserve capital is an increasingly common goal among...

The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

Australian income investors have experienced a remarkable turn-round in recent months when it comes to dividends. After a weak 2020, the first three months of 2021...

As we reflect on the first quarter of 2021, we believe we find ourselves in a rather heterogeneous market. In some pockets, we are seeing hot speculation in SPACs,...