global equities

Latest news and analysis on global equities

Equities

2 of the most innovative ASX companies you might not have heard of

How do you ever expect to find the next market darling if you're not even looking? Here's two ideas to join the hunt.
DXB
Chris Conway
Livewire Markets
Listed Series

Access to Schroders’ best global ideas in one trade

Schroders Australia’s Sebastian Mullins discusses the Schroder Global Equity Alpha Fund – Active ETF.
Chris Conway
Livewire Markets
Equities

How to position yourself against Trump’s tariffs

Investing in domestic-focused companies across different global regions is the best strategy to beat Trump's tariffs.
+4
Garry Laurence
Profeta Investments
Asset Allocation

"Selling out is the worst thing you can do" - Ben Clark on how to handle today's market carnage

We assess the damage, find the ASX’s biggest winners and losers and get the expert view on how to position yourself going forward.
BHP
+7
Tom Stelzer
Livewire Markets
Equities

“The market is inefficient and that is our opportunity”: Magellan’s 3 quality stock picks for these turbulent times

What we learned from the 2025 Magellan Roadshow and the global stocks they're keen on.
+5
Tom Stelzer
Livewire Markets
Equities

Who’s afraid of a little volatility? The ASX and global stocks the WAM team are buying and the risks to watch

The key themes and stocks to watch in the Wilson Asset Management Roadshow April 2025.
APA
EML
+19
Sara Allen
Livewire Markets
Listed Series

Investing for the biggest market shift since the GFC

Schroders' Sebastian Mullins shares how he looks for a growth gap and the three themes behind the market regime shift.
Chris Conway
Livewire Markets
Equities

2025 was supposed to be a good year - what happened?

Despite expectations for a bumpier ride in 2025, we are optimistic that global equities can still deliver a positive return this year.
Sam Ruiz
T. Rowe Price
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
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