international equities

Since late last year we’ve viewed 2021 as a year of potential and opportunity in global equity markets. While a lot of focus has been on the US and the mega-cap Tech...

The story Super’s green push lures MSCI recently ran in The Australian Financial Review. It is evident from the article: ESG is going to be a focus for Australia’s...

In a wire we posted last year we discussed the primary elements that lead to the burst of the tech bubble and why FAANGS + M felt like a new euphoria that reached...

2020 was an important year for the technology industry in China. Covid-19 generally benefited the entire digital ecosystem. At the same time, consumer tastes and...

When it comes to investor psychology, the Ancient Greeks knew what they were talking about. They categorised people as either hedgehogs or foxes. Foxes, they said,...

When investors choose to invest internationally, they need to consider the implications of movements in the Australian dollar relative to the associated foreign...

The process of buying and selling equities for most investors is a simple one – you either buy at the market price immediately or set a price that you’re happy with...

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...