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global trends
Latest news and analysis on global trends
Equities
August 01, 2024 10:05
US dominance and global market trends: A 2024 mid-year analysis
1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:
John Goetz
Pzena Investment Management
August 01, 2024 10:05
Macro
March 03, 2022 11:02
Bassanese Bites: Rising geopolitical risks and portfolio implications
Given the enormity of Russia’s decision to invade Ukraine, this note provides a short update on the potential market implications.Keeping in mind that the situation...
David Bassanese
Betashares
March 03, 2022 11:02
Rapid Fire
April 29, 2019 11:44
The best investors buck consensus thinking
During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under...
Alex Cowie
April 29, 2019 11:44
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January 21, 2016 10:08
Valuations in India looking stretched
PM Capital
PM Capital
January 21, 2016 10:08
May 15, 2015 06:48
Could the ageing population sink the US economy?
Livewire News
Livewire
May 15, 2015 06:48
October 04, 2013 07:33
The K2 Select International Fund invests in a series of Global Secular growth trends, which aim to grow regardless of the broader economic cycle
Mark Newman
K2 Asset Management
October 04, 2013 07:33
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Tom Richardson,
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Commodities
Why Aussies are queueing up at Martin Place to buy physical gold as prices surge
Tom Richardson,
Livewire Markets
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Feeling greedy? These 7 ASX stocks could surge 50%+ in 12 months
Vishal Teckchandani,
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