The investment team undertake extensive company research across the globe. Over the past four years we have conducted over 1,500 company meetings.
What companies are telling us about the year ahead
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Q4 2023 - Market update and Outlook
Q3 2023 - Market update and Outlook
How diversified is your alpha? The case for Global SMID Cap Equities
The compelling case for Global SMID Cap Equities
Q2 2023 - Market Update and Outlook
When There is Blood in the Streets – Buy ‘Quality’
Are global small and mid-cap equities further along the road to recovery?
Bell’s Lessons Learnt in Investing
Bell’s Approach to Portfolio Construction
Bell’s Quality as a Style Today
Q3 2022 - Performance update for the Bell Global Equities Fund
Q3 2022 – Performance update for the Bell Global Emerging Companies Fund
Q3 2022 - Market outlook
Challenges and opportunities for global equities: Insights from our recent US research trip
Spot light on Nicole Mardell #BreakTheBias
Why inflation is an opportunity for “Quality” Global small and mid-cap stocks
5 reasons investors should adopt an Active vs Passive ESG approach
Risk of rising inflation and higher interest rates to drive focus back to company fundamentals
Positioning for the post-COVID consumer recovery in global equities
Women in Leadership: Achieving an Equal Future in a COVID-19 World
What do our clients value?
Global Equities Outlook for 2021 - Opportunities and Risks for Investors
5 stocks in 5 years (2016-2020)
5 stocks in 5 years (2011-2015)
5 stocks in 5 years (2006-2010)
5 stocks in 5 years (2000-2005)
20 years of investing series – Key lessons for investors
Lessons from the dot.com boom of the late 90's
Outlook for 2021 and opportunities for investors
Global equities investment themes 2021
Livewire - A rich vein of quality stocks in a crazy market
What the US presidential election means for investors
Bell Asset Management: 2020 to be more volatile as reality of COVID-19 dawns on investors
A game plan for managing volatility
Q2 Market Wrap – Performance & positioning of the Bell Global Equites Fund (Platform Class) & Bell Global Emerging Companies Fund
Q2 2020 – Performance and Market update
Inside Network #9 What’s the next big trend?
Inside Network #8 What Gives Cause for Optimism in Financial Markets?
Inside Network #7 Which FAANG is Likely to disappoint in 2020?
Inside Network #6 The Most Interesting Company You’ve Invested In?
Earnings downgrades globally still have a long way to play out
Q1 2020 – Performance update for the Bell Global Equities Fund (Platform Class)
Q1 2020 – Performance update for the Bell Global Emerging Companies Fund
Q1 2020 – Performance and Market update
Global small and mid Cap - Growing against the grain
Global equities market update - March 2020
Q4 2019 - Performance & Market update
Coronavirus – Finding Opportunities in Testing Times
What’s the outlook for global small and mid cap companies?
On the road – research insights with Ned Bell (Part 1)
Morningstar - Top stock picks
Morningstar - Ask the expert
Q3 2019 - Performance & Market update
Global small and mid cap - Why now is the time to allocate
What lies beneath and why “QARP” is the new “Value” in Global Equities
Global SMID Cap Equities: 20/20 Alpha is Hiding in Plain Sight
Ned Bell – How We Invest Your Money
Talking Business with Alan Kohler
Ned Bell – Three Top Picks
Why Global SMID belongs in your Global portfolio
2019 Portfolio Drill-Down
Global Equity Outlook into 2019 – “Picking daisies in a minefield”
Global Trade Wars: Risk & Opportunity
Bell Asset Management finds hidden "gems" in small and mid-cap market
Finding Hidden Gems: Investing in Global Small & Mid Cap Stocks
Research Trip - US & Canada 2018
Research Trip - US 2017
Could Disruption undermine the Style Paradigm in Global Equities?
Research Trip - US & UK 2017
Navigating in the Industrials space post the "Trump trade"
Research Trip - Japan, USA & the UK 2017
US Retailing – Who will survive and strive in the digital age?
Why Quality & Why Now?
