international equities

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,...

With the coronavirus ripping through Australia, millions of Australians find themselves once again in lockdown and our lack of mobility is leading to increased video...

In what was a milestone first half-year, we saw Australia’s ETF industry break the $100 billion mark in March 2021 and then steam ahead beyond that point. ...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...

Environmental, Social, and Governance (ESG) ETF use has exploded over the last few years in Australia, with total assets under management (AUM) surpassing $1.5 billion...

Through bull times and bear times, those investors who stay true to their ‘quality’ principles have reaped the rewards of accumulating wealth and preserving capital. ...

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...

At the start of any chess game, any pawn has the potential to become a Queen. The hard part for investors is to identify those small companies that will grow to be...

Growth in the video gaming and esports industry is going from strength to strength, with video game engagement breaking records across a variety of metrics. ...

"You're not going to catch any fish with your hook in the bottom of the boat," said Steve Johnson CEO of Forager Funds. For Johnson, the investing world of...

Climate change is considered one of the most critical global issues of our time. It has been an accelerant for mass environmental and ecological awareness and...

We spoke about the rotation to value some months ago, and while the momentum is currently growing, I thought it was worth sharing in the video below how we at Talaria...

2020 was unquestionably a defining year in history, characterised by disruption, adaptation (or lack thereof) and acceleration. It will also likely be pinpointed as...