international equities

The question is to hedge or not to hedge.

Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support their economies. High debt...

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon

The opportunity to buy a great company at a knock-down price is extremely rare. But Dr David Allen says this could be one such case.

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....

What does 2024 hold for global equity investors?

Building on our wire last year, I’ll run through the process of designing the Global Equities portfolio at Seneca Financial Solutions.

Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This gives active global equity...

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...

Murdoch speaks with Michael Frazis, the founder and portfolio manager at Frazis Capital Partners.

Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery, new Chinese stimulus measures, higher commodity...

Yes, yes, I get they are cheap. But when, if ever, will small caps start working? Midway through what’s looking like another year of small-cap underperformance, that’s...

The sun may finally be rising on Japan’s share market. Higher inflation and a changing business culture in Japan are pushing companies towards a greater focus on...

Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges remain. Global investors have some dangers...

I have to admit to a touch of schadenfreude watching the demise of Silicon Valley Bank (SVB) on Twitter this week. All of those Silicon Valley free-marketeers...

Investors concerned about sustainability should understand clearly what they expect from their portfolio – and know what their chosen investment product is delivering....

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.

Last week we passed an important milestone: the 10-year anniversary of the Forager International Shares Fund. It has been an eventful first decade for our foray into...

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...

As the world enters a more challenging economic environment characterised by low or negative GDP growth, finding companies that can grow earnings regardless of macro...