international equities

With the coronavirus ripping through Australia, millions of Australians find themselves once again in lockdown and our lack of mobility is leading to increased video...

In what was a milestone first half-year, we saw Australia’s ETF industry break the $100 billion mark in March 2021 and then steam ahead beyond that point. ...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...

Environmental, Social, and Governance (ESG) ETF use has exploded over the last few years in Australia, with total assets under management (AUM) surpassing $1.5 billion...

Through bull times and bear times, those investors who stay true to their ‘quality’ principles have reaped the rewards of accumulating wealth and preserving capital. ...

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...

At the start of any chess game, any pawn has the potential to become a Queen. The hard part for investors is to identify those small companies that will grow to be...

Growth in the video gaming and esports industry is going from strength to strength, with video game engagement breaking records across a variety of metrics. ...

"You're not going to catch any fish with your hook in the bottom of the boat," said Steve Johnson CEO of Forager Funds. For Johnson, the investing world of...

Climate change is considered one of the most critical global issues of our time. It has been an accelerant for mass environmental and ecological awareness and...

We spoke about the rotation to value some months ago, and while the momentum is currently growing, I thought it was worth sharing in the video below how we at Talaria...

2020 was unquestionably a defining year in history, characterised by disruption, adaptation (or lack thereof) and acceleration. It will also likely be pinpointed as...

Since late last year we’ve viewed 2021 as a year of potential and opportunity in global equity markets. While a lot of focus has been on the US and the mega-cap Tech...

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...