global shares

Key stocks and ideas from the WAM presentation

Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More

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Podcast: Profiting from the global rise of internet usage

Peters MacGregor Capital Management

In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More

A new GPS

PM Capital

In this 6 minute video CIO Paul Moore discusses how to navigate the changing global interest rate environment. Show More

How the demise of Kodak shaped the way this fundie invests

Livewire Exclusive

Through the 80’s Kodak was the second most valuable brand in the world. In 1986 Wayne Peters, aged 26, launched a network of Kodak Express stores on the East Coast. In 1989 Canon brought out the first digital camera, it would prove to be highly disruptive and terminal for Kodak. Show More

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Fundamentals will always ‘trump’ fear – Paul Moore

PM Capital

The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More

Global Equities: Finding value in unexpected places (video)

Nikko Asset Management Australia

William Low, Nikko Asset Management's Head of Global Equities discusses the role of pragmatism and free-thinking and how these concepts can be applied to investing. In the second of two conversations with Vanessa Stoykov creator of the "No More Practice" series, Will explores how opportunities can spring from unexpected places.... Show More

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Pragmatism and free thinking in global equities investing

Nikko Asset Management Australia

Will Low, Nikko AM's Head of Global Equities discusses pragmatism and free-thinking and how these concepts can be applied to investing. A pragmatic or free-thinking approach compels people to think outside the box and not rely on what’s happened in the past when making decisions about the future. In the... Show More

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As Big Auto and Big Oil get disrupted, the adjustment for investors won't be small

Alex Pollak

As Big Auto and Big Oil get disrupted, the adjustment for investors won't be small. Now that China has effectively greenlit the electric car industry globally (new rules, to be phased in over two years, mean that not less than 30 per cent of all new cars bought for official... Show More

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