international equities

Trump’s tariffs, bond shocks, and a 5x microcap win - Forager’s Steve Johnson and Harvey Migotti unpack the situation and what’s next.

Despite a five-fold share price increase, this US micro cap is still a bargain.

This investment philosophy focuses on companies that have developed a sustainable competitive advantage over its competitors.

This sell-off has reminded investors of the risks of investing in semiconductor companies and over-inflating valuations.

The question is to hedge or not to hedge.

Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support their economies. High debt...

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon

The opportunity to buy a great company at a knock-down price is extremely rare. But Dr David Allen says this could be one such case.

Global share markets are always driven by both structural change and the economic cycle to some degree. It is the weighting of the two drivers that varies over time....

What does 2024 hold for global equity investors?