global stocks

We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.

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

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.

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...

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...

Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

Buying the dips has usually made sense. In the 14 years since the financial crisis, it has generally paid to assume that central banks or the government would ride to...

Epoch Investment Partners' John Tobin is adamant he's not a stock-picker, but he's certainly backed a couple of winning global businesses over the last few years. ...

Haven’t travelled in a while? Join Gareth Brown and I in Chicago for an episode of Stocks Neat, as we taste-test an American bourbon and recap our research trip in the...

In the latest episode of Stocks Neat, Forager’s Steve Johnson and Gareth Brown answer the age-old question: is whisky really a worthwhile investment? Joined later by...

Investing in global stocks opens up a world of opportunities, literally. For instance, the MSCI World Index returned an impressive 22.35% last year, while your top 10...

Many investors have poured over Warren Buffett’s letters to Berkshire Hathaway’s shareholders to glean insights from the investment legend. But another investment...

We asked fund managers across Australia to give us the stocks they consider to  be the best in the business. In an effort it keep it simple, we’ve narrowed it down to...

Holon Global Investments is unlike any other Australian investment manager that I have encountered during my time at Livewire, or my years working in finance and...

As the world’s largest e-commerce platform (ex-China) and cloud infrastructure provider, Amazon has been a prime beneficiary of the COVID-19 pandemic, which triggered...

Companies with pricing power, a proven track record of generating free cash flow, and conservative debt levels are the stocks that the AIM Global High Conviction Fund...

2020 was a year of shocking, frustrating, and sometimes thrilling firsts. The first global pandemic in a lifetime. The first time a company hit $2 trillion. The first...

After a tumultuous year in which growth stocks dominated, the announcement of a successful vaccine has investors questioning whether these trends will continue. With...

We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global...