global investment

Latest news and analysis on global investment

Macro

US ISM Manufacturing PMI records 50.3, Crude oil inventories rise to 3.2M barrels

Weekly Update | 5th April, 2024
COH
CSL
+2
Hue Frame
Frame Funds Management
Macro

Japanese final GDP grew by 0.1% q/q, US CPI rose to 3.2% y/y

Weekly Update | 15th March, 2024
FMG
S32
+2
Hue Frame
Frame Funds Management
Macro

German flash manufacturing PMI rose to 45.4, US advance GDP slumped to 3.5% q/q

Weekly Update | 26th January, 2024
FMG
GMG
+2
Hue Frame
Frame Funds Management
Funds

Bob Desmond is still seeing opportunities - and 2 stocks he has been buying

The market narrative seems to be backing away from recession and turning more bullish. So how are fundies positioning?
+4
Chris Conway
Livewire Markets
Investment Theme

Is this the most attractive investment destination of the next decade?

Intrigue and mystery no more, this region is growing exponentially – and in many different ways.
Chris Conway
Livewire Markets
Equities

Buffett lessons you won’t hear at Berkshire

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...
Steve Johnson
Forager
Macro

Outperforming the market: Why the US is still an attractive investment destination

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...
Steve Johnson
Forager
Education

Does quality growth investing still deliver?

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...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

This global fund manager outperformed the market by almost 30%. Here's how they did it.

Co-CIO Chad Padowitz takes us through Talaria's investment process and the stocks that have driven their market-leading performance.
+1
David Thornton
Livewire Markets
Education

Where we’re finding the most attractive, under-followed and under-valued global stocks

This household name in consumer electrics is just one of the opportunities we’re buying within this powerhouse Asian market.
Jordan Lipson
Phoenix Portfolios
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