Is defensive the new offensive? Durable growth and a coiled spring of potential returns

From

Key takeaways Defensive stocks have quietly outperformed over time, meeting key metrics like consistent earnings and dividend growth, low valuation multiples, and strong total returns. We think these businesses have

continue reading

Centres of financial and political clout expand eastwards

From

Key takeaways Emerging markets in the Gulf region and Turkey are attracting investors seeking new opportunities beyond the traditional Western economies The United Arab Emirates and Saudi Arabia are poised

continue reading

When developed markets become emerging markets

From

Key takeaways Europe is experiencing challenges typical of emerging markets, including energy insecurity and increased government intervention, which threaten its long-term industrial and technological competitiveness European nationalisations, windfall taxes, and

continue reading

GQG Partners Global Equity AUD Hedged Strategy added to CFS FirstChoice Platform

From

The GQG Partners Global Equity AUD Hedged strategy is now available on the Colonial First State (CFS) FirstChoice platform. This strategy is a supplementary offering to the unhedged version of

continue reading

GQG Partners awarded 2023 Zenith Fund Award for Emerging Markets Equities

From

GQG Partners, one of the world’s leading global equity boutique investment management firms, has been awarded the International Equities – Emerging Markets and Regional accolade for its GQG Partners Emerging

continue reading

GQG Partners appoints new Business Development Director in Australia

From

GQG Partners, one of the world’s leading global equity boutique investment management firms, has appointed Daniel Pantè as Associate Director of Business Development – VIC. Mr Pantè is the second

continue reading

India’s future long-term growth

From

“Over the last decade, under the leadership and political stability established by Prime Minister Narendra Modi, India has passed several reforms that will help attract private investment and foreign capital

continue reading

Is Modi India’s most effective post-independence leader?

From

In an era where government intervention is becoming the norm globally, it is refreshing to see one major country going the opposite direction. We believe India’s Prime Minister, Narendra Modi,

continue reading

GQG Partners appoints new Business Development Director in Australia

From

GQG Partners has appointed Victoria Flygare as Director for Business Development, across South Australia and Western Australia. Mrs Flygare has more than 12 years of experience in funds management and

continue reading

GQG Partners launches dividend income fund – Secures an initial ‘Recommended’ rating

From

GQG Partners has launched the GQG Partners Global Quality Dividend Income Fund in Australia, securing an initial research rating of ‘Recommended’ from Zenith Investment Partners. The Fund invests in high

continue reading