US equity

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....