global trends

Latest news and analysis on global trends

Equities

US dominance and global market trends: A 2024 mid-year analysis

1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:
John Goetz
Pzena Investment Management
Macro

Bassanese Bites: Rising geopolitical risks and portfolio implications

Given the enormity of Russia’s decision to invade Ukraine, this note provides a short update on the potential market implications.Keeping in mind that the situation...
David Bassanese
Betashares
Rapid Fire

The best investors buck consensus thinking

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under...
Alex Cowie
Alex Cowie

Valuations in India looking stretched

PM Capital
PM Capital

Could the ageing population sink the US economy?

Livewire News
Livewire News
Livewire

The K2 Select International Fund invests in a series of Global Secular growth trends, which aim to grow regardless of the broader economic cycle

Mark Newman
Mark Newman
K2 Asset Management
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