The investment team undertake extensive company research across the globe. Over the past four years we have conducted over 1,500 company meetings.
Outlook 2025 – Global Equities, Earnings and Trade Policy Impact
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Q3 2024 - Market update and Outlook
A Deep Dive into Global SMID Cap Equities
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’
Bell’s Quality as a Style Today
Bell’s Approach to Portfolio Construction
Bell’s Lessons Learnt in Investing
Why inflation is an opportunity for “Quality” Global small and mid-cap stocks
5 reasons investors should adopt an Active vs Passive ESG approach
What do our clients value?
Risk of rising inflation and higher interest rates to drive focus back to company fundamentals
5 stocks in 5 years (2000-2005)
5 stocks in 5 years (2006-2010)
5 stocks in 5 years (2011-2015)
5 stocks in 5 years (2016-2020)
20 years of investing series – Key lessons for investors
Lessons from the dot.com boom of the late 90's
What the US presidential election means for investors
Livewire - A rich vein of quality stocks in a crazy market
Q2 Market Wrap – Performance & positioning of the Bell Global Equites Fund (Platform Class) & Bell Global Emerging Companies Fund
A game plan for managing volatility
Inside Network #6 The Most Interesting Company You’ve Invested In?
Inside Network #8 What Gives Cause for Optimism in Financial Markets?
Inside Network #9 What’s the next big trend?
Global small and mid Cap - Growing against the grain
Earnings downgrades globally still have a long way to play out
What’s the outlook for global small and mid cap companies?
Q4 2019 - Performance & Market update
On the road – research insights with Ned Bell (Part 1)
Morningstar - Top stock picks
Morningstar - Ask the expert
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
Why Global SMID belongs in your Global portfolio
Talking Business with Alan Kohler
Ned Bell – How We Invest Your Money
Global Trade Wars: Risk & Opportunity
Finding Hidden Gems: Investing in Global Small & Mid Cap Stocks
Bell Asset Management finds hidden "gems" in small and mid-cap market
Could Disruption undermine the Style Paradigm in Global Equities?
Navigating in the Industrials space post the "Trump trade"
US Retailing – Who will survive and strive in the digital age?
Why Quality & Why Now?