international investing

The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...

Delve into key factors shaping the future of US equities in 2025 and what switched-on investors should be focusing on.

Intrigue and mystery no more, this region is growing exponentially – and in many different ways.

If you can make it here, you can make it anywhere.

There's a big wide investment world out there and Australia only makes up 2% of it. This series explores other investment regions.

There's a big wide investment world out there and Australia only makes up 2% of it. This series explores other investment regions.

Buying ‘value’ companies could once again be the dominant factor for generating alpha over the medium term as ‘sticky’ inflation persists.

Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental, Social, and Governance...

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...

We own great businesses. In this video I discuss how L’Oréal was able to grow its sales in China in Q1 by over 6% in a market that fell by almost one-fifth. I also...

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...

If you see a bloke driving a Holden Ute through Sydney with two dogs in the tray and the words 'GIANTZ' blazed on the number plate, that'll be Paul Moore the CIO of PM...

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly...

I presented a webinar for Netwealth last week on value investing in small and mid cap stocks. Even after a couple of decades practising value investing, going back to...