global stocks

Latest news and analysis on global stocks

Equities

Inside Ophir's stellar FY25 with Andrew Mitchell (and 5 stock he likes right now)

With top-tier returns across two funds, Ophir’s Andrew Mitchell explains the stock stories, signals, and strategy that made FY25 a success.
360
+3
Chris Conway
Livewire Markets
Equities

Key insights and stock picks from the 2025 Sohn Conference in New York

The latest Sohn Conference was held in New York overnight - here are the key insights from some of the world's best stock pickers.
+5
Chris Conway
Livewire Markets
Equities

13 stocks positioned for the future, priced right in the present

Impax shares 3 sectors and 13 stocks it is liking right now - all of which are enabling the transition to a more sustainable economy.
Chris Conway
Livewire Markets
Equities

The bottom - are we there yet??

Maybe we've passed the bottom, maybe not, but here's an example of what it might look like if you start buying.
Sebastian Ferrando
Koda Capital
Buy Hold Sell

Buy Hold Sell: 5 global tech leaders (and 2 more you simply can't ignore)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?
+5
Buy Hold Sell
Livewire Markets
Equities

Deep value stocks are a double-digit return generator (and 6 stocks to prove it)

In this wire, Pzena Investment Management share where they find value-oriented opportunities in a mega cap-driven market.
Hans Lee
Livewire Markets
Outlook Series

12 contrarian calls that may just surge in 2025

In this video, we ask our fundies to nominate some contrarian stock picks. Will any of them deliver the right kind of surprise? Find out.
+8
Buy Hold Sell
Livewire Markets
Macro

Will 2025 be a goldilocks year for investors?

The last episode of the Signal or Noise season may be upon us but there is still no shortage of news to cover and insights to listen to!
QAN
+2
Hans Lee
Livewire Markets
Rapid Fire

Why remaining adaptable will be key to stock picking success in 2025

Think you have a pretty good view of what the investing world will look like in 2025? History has proven to make fools of us all.
Chris Conway
Livewire Markets
The Pitch

The premium you pay for developed markets hasn’t been this high in 20 years. Here’s what you need to know

…and why it’s a misconception that emerging market companies are cyclical and lower quality.
Sara Allen
Livewire Markets
Views from the Top

Why you should play the long game on this big market theme

Plus, will long-suffering shareholders with diamond hands be rewarded for their investment in this sector?
+1
Hans Lee
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 all-weather businesses (and 2 that no longer make the grade)

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over all-weather global businesses.
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Why the best value from electrification won't be found in Tesla

For that, investors should look upstream.
WOR
+5
Chris Conway
Livewire Markets
Equities

3 reasons (and 4 stocks) that prove the emerging markets slump is over

Look beyond the ASX and there are some incredible opportunities to be found.
BHP
RIO
+2
Hans Lee
Livewire Markets
Buy Hold Sell

2 stocks fundies would bet the house on (and the biggest risks to Value investing over the next 12 months)

In this episode, Antipodes' Jacob Mitchell and PM Capital's Paul Moore share their secret to finding value in today's volatile market.
+3
Buy Hold Sell
Livewire Markets
Equities

Five themes and five stocks for 2023

We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.
+3
Elfreda Jonker
Alphinity Investment Management
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
Asset Allocation

Why Lazard believes the Value trade is far from over

A short and sharp global recession is Lazard Asset Management's base case for 2023. But it doesn't mean all the trades of 2022 won't work in 2023.
NWS
STO
TLS
+1
Hans Lee
Livewire Markets
Equities

Why we're adding big tech stocks (not selling them)

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing...
+6
Andrew Macken
Montaka Global Investments
Equities

From rates bear to earnings bear: These are the stocks that will survive the second cliff

It’s often said that what goes up, must come down. With regard to global markets, what went up in 2021 and 2021 has come down, way down. The Nasdaq Composite is...
NASDAQ:V
David Thornton
Livewire Markets
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