international equities

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.

Last week we passed an important milestone: the 10-year anniversary of the Forager International Shares Fund. It has been an eventful first decade for our foray into...

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...

As the world enters a more challenging economic environment characterised by low or negative GDP growth, finding companies that can grow earnings regardless of macro...

Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain, leaving the west vulnerable to delivery interruptions or...

“A bank is a place that will lend you money if you can prove that you don’t need it” - Bob Hope There is a large number of ‘living dead’ companies that...

“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...