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The Journal

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Showing 1-12 of 400 results
Article
40 min read | 13 Mar 2025

Meet the Manager: Ted Alexander, Portfolio Manager Global Strategies

New Global Strategies PM, Ted Alexander, talks markets, experience, philosophy and alpha.

Article
4 min read | 27 Feb 2025

Some Emerging Markets are more equal than others

Is there a more efficient way to capture the benefits of Emerging Markets?

Video
2 min watch | 21 Feb 2025

Hiking Margins

How one global sports business engineered a comeback that's rewarding investors.

Article
3 min read | 10 Feb 2025

SaaS stocks: who dares to win?

Software as a Service has transformed the software sector. But what makes a SaaS company a winner?

Video
1 min watch | 3 Feb 2025

Asia 2025: growing countries, new industries, attractive prices

Do Australian investors have enough money in Asian markets?

Article
3 min read | 24 Jan 2025

Ballot box lessons: what democracy's biggest year tells us about 2025

In 2024 more than half the world voted. What does that mean for investors in 2025?

Article
3 min read | 20 Jan 2025

Brand power: why it makes sense to invest in brands

Great brands - like Apple - earn incredible customer loyalty. Does that make them good investments?

Video
4 min watch | 23 Dec 2024

What the factory floor tells us about US markets

As we turn into 2025, all eyes are on Wall Street. But what’s happening on the US factory floor?

Article
3 min read | 10 Dec 2024

Asian markets in 2025: headwinds or tailwinds?

Cameron Robertson talks valuations, Chinese stimulus and Asia in the age of President Trump.

Article
3 min read | 11 Nov 2024

The US election: landslides and cross-currents

The US election ended in a landslide. But what does it mean for investors?

Article
3 min read | 30 Oct 2024

The luxury of long time horizons

Zoe Middleton on why luxury goods companies are different - just like the rich.

Article
4 min read | 29 Oct 2024

"Professionals study logistics" - how one Danish company is moving the world

The world's supply chains are getting more complex. That's good news for one Platinum stock pick.