global equities

Latest news and analysis on global equities

Equities

Lazard's Warryn Robertson is being highly selective and keeping some powder dry (plus 2 stocks he likes)

Lazard Asset Management's Warryn Robertson shares some uncomfortable but important insights for investors right now - don't miss them.
Chris Conway
Livewire Markets
Equities

Lessons in value investing: Paying for the darkness and getting the light for free

Pzena's John Goetz highlights an investment approach that has performed for 30 years. It's not for those who lack conviction & discipline
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with massive growth runways

Vihari Ross from Antipodes and James Tsinidis from Munro Partners analyse five global stocks with multi-decade growth opportunities ahead.
+2
Buy Hold Sell
Livewire Markets
Equities

9 surging European defence stocks as transatlantic tensions intensify

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.
Thomas Rice
Minotaur Capital
Education

I’m sorry, you don’t need (or even want) property – Part 2/2

A direct rebuttal to a piece from Vishal Teckchandani
Sebastian Ferrando
Koda Capital
Buy Hold Sell

Buy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners unpack the key market themes you simply can't ignore.
Buy Hold Sell
Livewire Markets
Education

I’m sorry, you don’t need (or even want) property – Part 1/2

A direct rebuttal to a piece from Vishal Teckchandani
Sebastian Ferrando
Koda Capital
Buy Hold Sell

Buy Hold Sell: 5 global tech leaders (and 2 more you simply can't ignore)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?
+5
Buy Hold Sell
Livewire Markets
Equities

All ears on Deere: the investment case for John Deere

Why we're invested in this high quality cyclical stock
Firetrail Investments
Firetrail Investments
Equities

The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.
QAN
+5
Chris Conway
Livewire Markets
Equities

How patience paid off for this company's ever-growing earnings moat

This elegantly simple app allows customers to easily exchange money at a fraction of the cost relative to traditional banks.
Gareth Brown
Forager
Equities

Want CBA alternatives? Here's a new wave of dividend darlings

The strong performance of markets in 2024 has kept the issue of company valuations front of mind, particularly in the banking sector. In a recent wire titled Is CBA...
+5
Dan Pennell
Plato Investment Management
Funds

Which 5 global equity funds delivered 50%+ returns in 2024?

The best global equity funds surged over the past year, making it back-to-back stellar years for some global managers.
+1
Chris Conway
Livewire Markets
Rapid Fire

How you can take advantage of a "robust" dividend paying environment

Epoch Investment Partners focuses on what they call "shareholder yield", and they believe conditions are conducive for its strategy.
Chris Conway
Livewire Markets
Equities

2 stocks to buy & 3 shorts as GLP-1s approach a new frontier

A groundbreaking study sheds new light on the potential of GLP-1s to combat substance abuse. Here's what it could mean for investors.
+2
Dr David Allen
Plato Investment Management
Equities

5 'mispriced' stocks to watch in 2025

Antipodes portfolio managers discuss the stocks and key themes to watch in global markets in 2025.
+2
Antipodes Partners
Antipodes
Rapid Fire

Why remaining adaptable will be key to stock picking success in 2025

Think you have a pretty good view of what the investing world will look like in 2025? History has proven to make fools of us all.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

How Plato's Dr David Allen has returned 44% to his investors in 2024 (so far)

Plus, Dr Allen's top pick for a long stock position in a second Trump administration.
Hans Lee
Livewire Markets
The Pitch

Bob Desmond: Be cautious of hot themes like AI (and 2 high quality stocks you should look at instead)

Claremont Global's Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.
+3
Ally Selby
Livewire Markets
Equities

What "quality" means to these stock pickers - and a handful of ideas for you to consider

Highlights from a recent panel session featuring Claremont Global’s Bob Desmond, Fairlight's Abbey Cook, and Pzena's John Goetz.
Chris Conway
Livewire Markets
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