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Despite the elephants slowing, two global equity sectors look set to prosper: Bell AM

Plenty of significant investment opportunities exist in the market according to Bell Asset Management’s Ned Bell and John Malloy from Redwheel, but investors need to look beyond large caps and developed markets to find them.

Staff Writer | 6th Jul 2023 | More
Challenges and opportunities exist for long term ‘quality’ investors

A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.

Ishan Dan | 1st Sep 2022 | More
Bell launches sustainable equity strategy

Melbourne-based global equity manager, Bell Asset Management, best known for its small and mid-cap equity strategies, has a launched a new ‘sustainable’ equity strategy. The Bell Global Sustainable Fund will add to the firm’s growing suite of products and offer another option for diversification, as a number of leading equity managers continue to underperform. With…

Staff Writer | 13th Dec 2021 | More
  • ‘Rampant speculative activity’ coming to an end – Bell AM

    Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate hikes could come in 2023, but no mention of when scaling back of bond buying would begin. His comments took markets by surprise signalling a change in policy sooner than…

    Ishan Dan | 24th Jun 2021 | More
    Managers prepare for market shift

    While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and where do investors go when the world is also awash with “low-to-no” interest rates? In a series of four webinars for fund managers with which it partners,…

    Greg Bright | 15th Nov 2020 | More