The investment team undertake extensive company research across the globe. Over the past four years we have conducted over 1,500 company meetings.
A Deep Dive into Global SMID Cap Equities
Read More
Unlocking Opportunities in Global SMID Cap Equities
What companies are telling us about the year ahead
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?