international equities

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...