US equity

Did you see the front page of the AFR this weekend? I did....I'll show you.

If you want income, Aussie stocks are great. But if you want growth, there's no getting around it - they’re not so great.

Despite the volatility of markets, Claremont Global's Bob Desmond is finding opportunities and only has a 4% allocation to cash.

It's all about finding businesses that can withstand the volatility of the market, says Eileen Riley of Loomis Sayles.

If you thought 2022 was hard, 2023 has started even harder. But Shane Oliver of AMP argues the one-year view is better than it sounds.

Lazard's Chief Market Strategist argues valuations are too high and markets are too optimistic, with a recession likely in H2 2023.

CFRA's Chief Investment Strategist Sam Stovall is bullish as ever. But he also thinks equities won't have an easy first half. Find out why.

Inflation will continue in 2023 but what should an investor actually do with this knowledge? Amundi Asset Management have some tips.

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...

If you think it's been a rough year for your local investments, spare a thought for those invested in global equities.

Worrying about value or growth? Why not have both say Magellan – just keep an eye on quality

No matter your age or experience as an investor, we all relish the moment a big, juicy dividend hits our accounts. Here in Australia, we are used to such icons as the...

In financial markets, a lot can change in 12 months. If you want any proof of that, just take a look at the performance of growth/long-duration stocks here and...

It’s fair to say geopolitics is the most fraught it’s been in the last two decades. Nancy Pelosi’s recent visit to Taiwan has set the US and China on a pathway of...

In a world where interest rates are higher and wallets tighter, there is no doubt that consumers are cutting back, feeling dourer about the state of the global...

There is a saying in markets: Don’t fight the Fed. It is a good adage. But sometimes the market gets the Fed's message wrong. The reaction to the Fed’s latest 0.75%...

Let's face it - global investing is a tough nut to crack right now. Between the war in Ukraine steering the Eurozone straight into a recession to the US Federal...

ERP Valuation Indicator: This is an important chart for global equities. Despite some reduction in valuations (e.g. PE Ratios have fallen), the issue is that bond...

In this special fourth edition of Expert Insights, we ask Matthew Landy of Lazard Asset Management just one question that required a lot of depth and time to discuss....

Lazard Asset Management's Matthew Landy has seen many a speculative growth bubble like this before. And he says it's helped him to inform his view about why the team...