investing in global stocks

Latest news and analysis on investing in global stocks

Investment Theme

How to invest amid the “shifting sands” of mega-cap tech

Janus Henderson's Denny Fish provides new insights on AI, including how his team finds opportunities and identifies threats on the horizon
+3
Glenn Freeman
Livewire Markets
Investment Theme

Think global tech is overheated? Think again, says T. Rowe Price

US and Japan equities are the standouts in the multi-asset team’s bullish outlook on global stocks, alongside other parts of Asia.
Glenn Freeman
Livewire Markets
Investment Theme

11 stocks driving this fund's double-digit returns

These companies deliver double-digit earnings while flying under the radar of many investors, says WAM Global's Catriona Burns.
+6
Glenn Freeman
Livewire Markets
Investment Theme

The market narrative Bob Desmond isn't buying (and 5 stocks he is)

Claremont Global head and co-portfolio manager Bob Desmond tunes out of macro noise and also the view that most US tech is overpriced
+11
Glenn Freeman
Livewire Markets
Rapid Fire

The biggest surprise in US earnings (and 9 stocks that sold off unexpectedly)

Inconsistent and muted investor reactions to strong results are throwing up opportunities, says Montaka’s Andrew Macken
+5
Glenn Freeman
Livewire Markets
Rapid Fire

The only Aussie name in Platinum's global stocks fund

Platinum Asset Management’s Clay Smolinski discusses how he’s positioned now, including 10 global stocks and 1 local name
AGL
+12
Glenn Freeman
Livewire Markets
Investment Theme

The appeal of global small caps extends well beyond valuations

Several fundamentals underpin the supportive environment that lies ahead for small-caps
Sadhvi Gupta
Goldman Sachs Asset Management
Education

Kerr Neilson on the foundations of his investing success – and why AI is no bubble

Livewire’s latest interview with one of the titans of Australian finance delved into what makes Kerr Neilson tick
+1
Glenn Freeman
Livewire Markets
Equities

Where these investors see global investment opportunity: 10 company examples

A broad range of professional investors across diverse funds discuss their investment process and some stock examples
+7
Glenn Freeman
Livewire Markets
Rapid Fire

Ain’t seen nothing yet: The AI revolution is still winding up, says Montaka

This global asset manager was an early mover on artificial intelligence, which CIO Andrew Macken believes has much further to run.
+4
Glenn Freeman
Livewire Markets
Funds

Why a solid investment process matters (and 5 stock examples)

Claremont Global’s investment process sounds easy but building a successful, concentrated global portfolio most certainly isn’t.
+4
Glenn Freeman
Livewire Markets
Equities

How your expertise can drive investment gains (and 2 stock ideas)

Investing in what you know is a cornerstone for many famous investors. Which industries, brands, products are you passionate about?
NYSE:V
Chris Conway
Livewire Markets
Equities

8 stocks these fund managers would buy (and hold) for 5 years

We recap some of the bottom-drawer stocks named by several of Australia's best fund managers on Livewire's Rules of Investing podcast
AKE
STO
+6
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 all-weather businesses (and 2 that no longer make the grade)

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over all-weather global businesses.
+2
Buy Hold Sell
Livewire Markets
Investment Theme

Yarra's 3 big themes, 11 stocks (and the AI arms race)

Portfolio manager Will Low questions whether the AI-fuelled tech rally is as widely justified as many investors think
WOR
+10
Glenn Freeman
Livewire Markets
Investment Theme

Qiao Ma and Jun Bei Liu's reasons for investor optimism

Two of Australia’s most successful equity investors detail where they see some of the greatest potential in global and local markets.
NXT
QAN
+1
Glenn Freeman
Livewire Markets
Investment Theme

Why now is the time to take another look at this investment region

The 'Where in the world should you invest?' series rounds out with a trip back to where it all began.
+1
Chris Conway
Livewire Markets
Investment Theme

Mega cap tech is topping out and AI is a bubble (but this metal is primed to launch)

The market is in for a rude awakening, according to Global asset manager Crescat Capital.
+1
David Thornton
Livewire Markets
Investment Theme

Unwrapping Growth investing – and a handful of global stock picks

Global Growth is particularly appealing in this market environment, says Lakehouse Capital’s Nick Thomson
+1
Glenn Freeman
Livewire Markets
19