global investment

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,...

Value is back in vogue … at least that’s what the headlines are saying. But investors may be surprised to know that, up until Value’s resurgence since 15 Feb 21, the...

The Apostle Dundas Global Equity Fund is focused on doing one thing and doing it well: delivering global income and capital growth by focusing on companies with strong...

Fear Of Missing Out (FOMO). I expect you have all heard this acronym by now. It is certainly alive and kicking in the investment world. Many stocks have skyrocketed in...

Australian property investors are accustomed to negative yields – giving rise to our love affair with negative gearing. But the opposite is true in the U.K.’s major...

There is certainly plenty to be worried about and we continue to take a balanced view of the economic backdrop and market opportunity set. Economies are reopening and...

I do not have proof in the form of hard data in front of me. But I am nonetheless sure that great companies make their easiest and largest gains versus the competition...

Technology is playing an ever-greater role in our lives, as businesses and the global economy increasingly move online. This structural shift has been accelerated by...

The outlook for investors has changed dramatically since the start of the year and will likely continue to shift moving forward. The associated shocks of the severe...

Do you ever wish you'd bought Xero four years ago - before the price increased six-fold? Well, you may not be able to turn back the clock, but there's nothing...

The case for investing in global stocks is hard to disagree with: more choice, more diversification, and more representation of sectors. Currency tailwinds are a...

Becoming one of the most engaging wires on Livewire is no easy task. Hard work and great content aside, it contains an ‘X’ factor element that causes the piece to...

You’d think that one of best performing major companies in the US this century would be a tech stock. Interestingly, it’s energy drinks maker Monster Beverages, which...

The rationale for investing globally is irrefutable: access to a far larger, more diverse and potentially less crowded set of opportunities. Currency tailwinds are...