global equities

Latest news and analysis on global equities

Fund in Focus
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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
The Pitch

Bob Desmond just added this consumer powerhouse to his portfolio - Here's why

In this episode of The Pitch, Claremont Global's Bob Desmond shares why investors should always focus on quality companies.
+6
Ally Selby
Livewire Markets
Equities

5 stocks set to thrive in '25

Megacap concentration is a problem - it's time to look further afield for opportunities
+2
Anthony Doyle
Firetrail Investments
Equities

This ASX retailer could turn a £2 buy into a big earnings generator

Nick Scali's latest move could turn out to be a highly profitable one.
NCK
Tim Carleton
Auscap Asset Management
Equities

3 companies that fit the “quality” moniker

For Ninety One, quality means a long-term sustainable competitive advantage, sourced from innovation.
+1
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates

In this episode, Antipodes' Jacob Mitchell and Magellan's Arvid Streimann analyse five stocks that could benefit from lower rates.
+9
Buy Hold Sell
Livewire Markets
The Rules of Investing

Meet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the market

Artificial intelligence has completely transformed Armina Rosenberg's strategy, and processes which once took days now take a few minutes.
The Rules of Investing
Livewire Markets
Education

Plugging into Schneider Electric: powering your life without you noticing!

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Livewire Live

On the hunt for global future leaders

A company's viability, sustainability, and credibiility are all critically important for Fidfelity's James Abela. Here, he explains why.
Chris Conway
Livewire Markets
Education

The investment machine behind a European retail giant

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

The investment machine behind a European retail giant

The latest Firetrail Equity Edge Podcast has just landed.
Anthony Doyle
Firetrail Investments
Livewire Live

Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024

The list of the stocks the experts favoured for coming years and in a range of themes.
BRG
+21
Sara Allen
Livewire Markets
Rapid Fire

No flashy screens or sell-side research: How this investor cuts through the noise

...and keeps to investing's golden rule: let quality compounding do the work for you.
Hans Lee
Livewire Markets
Views from the Top

Why you should play the long game on this big market theme

Plus, will long-suffering shareholders with diamond hands be rewarded for their investment in this sector?
+1
Hans Lee
Livewire Markets
Equities

Firetrail Weekly | Insights from the Trail

In markets this week...
Anthony Doyle
Firetrail Investments
The Pitch

Not all healthcare stocks are created equal. Here are 3 this fundie is backing

Plus, a closer look at what it really takes to understand investing in biotechnology stocks.
+1
Hans Lee
Livewire Markets
Education

Mission Critical: The company supporting the world’s biggest brands

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

The $10,000 portfolio: How our picks fared over the past year

Reflecting on the year, we analyse the performance of Intercontinental Exchange, GE Healthcare, and Microsoft.
+1
Lachlan Hughes
Swell Asset Management
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