GLOBAL VALUE

Latest news and analysis on GLOBAL VALUE

Equities

The overlooked winners of the AI fear trade

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.
Vishal Teckchandani
Livewire Markets
Equities

The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.
QAN
+5
Chris Conway
Livewire Markets
Education

Why value matters in investing - and what are valuations telling us now

The concept of value is frequently forgotten but now is a good time to revisit it.
Shane Oliver
AMP
Income Series

How to generate a 7% yield irrespective of interest rates, dividends, and the economic cycle

And the importance of having multiple sources of return in a portfolio.
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: China v US

It's the geopolitical theme of the century - the fistfight between the world's greatest superpowers, China and the US. I think we can all agree that the US won the...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 undervalued global growth stocks

In case you missed it, Buy Hold Sell has also dished out a global growth episode with Livewire's James Marlay, Jacob Mitchell of Antipodes and Andrew Clifford from...
Buy Hold Sell
Livewire Markets
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