international equities

Investors concerned about sustainability should understand clearly what they expect from their portfolio – and know what their chosen investment product is delivering....

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.

Last week we passed an important milestone: the 10-year anniversary of the Forager International Shares Fund. It has been an eventful first decade for our foray into...

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...

As the world enters a more challenging economic environment characterised by low or negative GDP growth, finding companies that can grow earnings regardless of macro...

Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain, leaving the west vulnerable to delivery interruptions or...

“A bank is a place that will lend you money if you can prove that you don’t need it” - Bob Hope There is a large number of ‘living dead’ companies that...

“This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management ...

“I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I...

Arguably the time is ripe to be hunting for undervalued stocks. Markets are choppy. Interest rates are rising. Inflation is high. Investors are nervy. Striking gold...

What would cause you to no longer use the products or services of a company? A drop-off in quality? Poor service or support? A new, more compelling offering from a...

The conversation around positioning for recession is often more difficult for investment advisors, given the bias towards being on the long side here in Australia. ...

The ongoing sustainability of businesses is a key concern for investors, especially within the current environment and for companies in the technology sector. A...

In December, the ‘Value trade’ continued to do well as the US Federal Reserve made the environment for the style more conducive by signalling inflation concerns and...

Coming into the end of the year, video gaming companies have lined up a number of releases, among them Halo: Infinite and Final Fantasy XVI, this is on the back of the...

What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for...

The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some of whom are questioning the viability of...

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...

In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency of the Chinese stock market, which we ascribed to the country’s...

Energy, its costs and its production have been in the news a lot recently. Putting the politics aside, two facts remain: there are finite reserves of fossil fuels; and...