international equities

A key question in every investors’ minds is when to sell. You might own a few stocks in your portfolio that are going very well, perhaps some new-age businesses that...

Well, that wasn’t supposed to happen. Not after all the hand-wringing, ripping up the models and changed polling techniques that happened after the 2016 election. As...

After some good feedback on recent insights into our stock selection process, I thought I’d share our thinking about another one - Prudential Financial (NYS:PRU). A...

As a fund manager in global equities, we are often asked about stock selection, especially at times like now when there has been a frenzy of investors that have piled...

It was the 1970s - ‘72 to be exact, and apart from Gough Whitlam coming to power in Australia, Watergate in the US, and bellbottoms everywhere, it was the height of...

Less than two years after its high-profile listing, shares in Aston Martin have shed over 95% of their value. Has the brand lost its mojo, or will its corporate...

It was apt that last month started on April the 1st, April Fool’s Day, because that’s how the market seems to have performed throughout the month. Heading into the...

Copenhagen headquartered SimCorp is the global leader in integrated software solutions for large asset managers, insurance companies and sovereign wealth funds. Its...

With exploding volatility, extensive business disruption, and unprecedented levels of uncertainty, it is more important than ever for financial planners and investors...

Andrew Clifford and the team at Platinum Asset Management have an advantage over most investors, and it’s not just the decades of investing experience they have racked...

At the start of the year, no one would have predicted that a virus would be the potential catalyst to pop the bull market, but that is exactly where we are today....

Imagine investing your savings into financial securities that are guaranteed to lose you money. Sound strange? You don’t have to spread your imagination too thinly...

Here we take a look at the Medical Diagnostic industry, and the Pengana High Conviction Fund’s largest holding in the company Photocure – which has been a wonderful...

A blood test for cancer is something of a holy grail in oncology, as it would allow cancers to be found and treated before symptoms show up, without surgery or...

Facebook, Apple, Amazon, Netflix and Google (Alphabet), collectively known as the FAANGs, have been the investment story of the era. These companies have created new...

Jeff Bezos is proving the sky’s no longer the limit for Amazon as they seek to launch thousands of toaster sized satellites to provide broadband to the world. Some...

This month we provide an update on how our high and ultra-high-net-worth, family office and not-for-profit clients are invested. Importantly, we also take a look at...

India’s richest man disrupted the Indian telecom market two years ago when his company, Reliance Jio, began offering free voice and data services to everyone for an...

The arguments for using Listed Investment Companies (LICs) are numerous and the burgeoning LIC offering on the ASX means investors now have more choice than ever. One...