global small caps

When it comes to investing in the stock market, we live by the rule that time is more important than timing. If you own a business long enough, your investment returns...

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...

In 2020, 35% of Australians held shares directly, with a quarter of investors buying shares for the first time in the past two years. But while many of us own...

Backed by recoveries of the past, international small-caps grounded in the quality factor are likely to be beneficiaries of a slow growth, post-recession...

Earnings come in cycles but rarely do those numbers come into the post-maturity stage of a business cycle like the one we are witnessing right now. As 2021 turned to...

We recently pressed some of the country's finest fund managers to name one peer (or competitor) that they would be happy to invest their own savings with, if not their...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...