international equities

“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...

We’ve spent the last 2 wires talking about the importance of equity income as part of total return, but also looking at some of the challenges with chasing it in...

Gold stocks, along with gold bullion have underperformed other asset classes so far in 2021, weighed down by elevated US Treasury yields and a stronger US dollar. The...

The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing....

Emerging markets have been in the news with concern about the contagion impact of the potential failure of Chinese property developer Evergrande. This crisis...

The reopening play has recently resurfaced as a popular theme amongst investors, with fund managers and punters alike looking through what we all hope to be the last...

You may be aware that one of the so-called clean energy supplies of the future is hydrogen. It is being touted as a clean energy solution. However, it’s worth...

By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5 trillion in projected total assets under management,...