global stocks

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?

In this wire, Pzena Investment Management share where they find value-oriented opportunities in a mega cap-driven market.

In this video, we ask our fundies to nominate some contrarian stock picks. Will any of them deliver the right kind of surprise? Find out.

The last episode of the Signal or Noise season may be upon us but there is still no shortage of news to cover and insights to listen to!

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.

…and why it’s a misconception that emerging market companies are cyclical and lower quality.

Plus, will long-suffering shareholders with diamond hands be rewarded for their investment in this sector?

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over all-weather global businesses.

For that, investors should look upstream.

Look beyond the ASX and there are some incredible opportunities to be found.

In this episode, Antipodes' Jacob Mitchell and PM Capital's Paul Moore share their secret to finding value in today's volatile market.

We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.

This household name in consumer electrics is just one of the opportunities we’re buying within this powerhouse Asian market.

A short and sharp global recession is Lazard Asset Management's base case for 2023. But it doesn't mean all the trades of 2022 won't work in 2023.

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing...

It’s often said that what goes up, must come down. With regard to global markets, what went up in 2021 and 2021 has come down, way down. The Nasdaq Composite is...

Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

Buying the dips has usually made sense. In the 14 years since the financial crisis, it has generally paid to assume that central banks or the government would ride to...

Epoch Investment Partners' John Tobin is adamant he's not a stock-picker, but he's certainly backed a couple of winning global businesses over the last few years. ...