global share markets

Latest news and analysis on global share markets

Equities

Why has corporate earnings growth become so concentrated?

Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...
Tim Richardson
Pengana Capital Group
Macro

Is structural change or the economic cycle driving global share markets?

Global share markets are always driven by both structural change and the economic cycle to some degree. It is the weighting of the two drivers that varies over time....
Tim Richardson
Pengana Capital Group
Macro

What happens to global share markets if interest rates stay higher for longer?

Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors should consider how this will impact...
Tim Richardson
Pengana Capital Group
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