global investment

Weekly Update | 5th April, 2024

Weekly Update | 15th March, 2024

Weekly Update | 26th January, 2024

The market narrative seems to be backing away from recession and turning more bullish. So how are fundies positioning?

Intrigue and mystery no more, this region is growing exponentially – and in many different ways.

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.

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

This episode we are so fortunate to have as our special guest on the show veteran Fund Manager Mr Paul Moore, the Founder, Chair and Chief Investment Officer of PM...

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...