International Investments
International Investment Guides
430 in-depth guides covering international investment vehicles and strategies for expats and globally mobile investors — from global equities and offshore bonds to alternative assets and portfolio construction.
Global Equities & ETFs
Investing in global stock markets — direct equities, ETFs, high-dividend stocks, and index funds for internationally mobile investors.
Momentum Investing: Evidence and Practical Application for Global Investors
A rigorous examination of the momentum factor — its academic foundations, real-world implementation, crash risk, and role in a globally diversified portfolio.
Read guide →Momentum Investing: Evidence and Practical Application for International Investors
An evidence-based examination of the momentum factor across global equity markets, with practical guidance on implementing momentum strategies in international portfolios.
Read guide →Preference Shares Explained: A Guide for Sophisticated Investors
Preference shares sit between bonds and ordinary equity in the capital structure. This guide covers cumulative vs non-cumulative dividends, participating vs non-participating rights, liquidation preferences, private equity waterfalls, and CoCo instruments.
Read guide →Quality Investing: Identifying Businesses with Durable Competitive Advantage
How to identify and invest in high-quality businesses — defined by returns on capital, balance sheet strength and competitive moat — for durable long-term portfolio performance.
Read guide →Quality Investing: Selecting Businesses That Endure
A deep dive into quality investing — the discipline of identifying durable, cash-generative businesses capable of compounding wealth through economic cycles for international investors.
Read guide →Quality as an Investment Factor: High Returns, Low Debt, Stable Earnings
The quality factor — selecting companies with high returns on equity, strong balance sheets, and stable earnings — has delivered durable outperformance across cycles. This guide covers quality metrics, index construction, Piotroski and Altman scoring systems, and performance in recessions.
Read guide →SPAC Investing: Structure, Economics, the 2021 Boom and the UK Regime
Special Purpose Acquisition Companies raised hundreds of billions in 2020–2021 before a sharp correction. This guide explains SPAC economics — sponsor promotes, warrants, redemption rights — the de-SPAC process, and the FCA's 2021 UK SPAC rule reforms.
Read guide →Semiconductor Investing: The Industry Powering the Modern Economy
Semiconductors are the essential infrastructure of the AI era. This guide explains the semiconductor supply chain — design, fabrication, equipment, memory — the investment cycle, geopolitical risks, and the ETF and stock options available to UK investors seeking exposure to this critical sector.
Read guide →Share Buybacks and Dividends: Understanding Capital Return Strategies
How buybacks and dividends differ in mechanics, tax efficiency and signalling value — and how investors should evaluate a company's capital return strategy when building income and total return portfolios.
Read guide →Small-Cap Investing: A Global Allocation Framework for HNW Investors
How to structure a disciplined global small-cap allocation — covering the size premium, market selection, active vs passive debate, and liquidity management for high-net-worth investors.
Read guide →Small-Cap Investing: Higher Risk, Higher Potential Returns
An international investor's guide to small-cap equity investing — the evidence, risks, implementation approaches and how small-caps fit within a globally diversified portfolio.
Read guide →Small-Cap Investing: The Premium, the Risks, and the Opportunity
A thorough guide to small-cap equities for sophisticated investors — covering the small-cap premium, UK small cap and FTSE AIM, liquidity constraints, analyst coverage gaps, and how to size small-cap exposure within a diversified portfolio.
Read guide →Technology Investment Themes for 2026 and Beyond
Artificial intelligence, semiconductor supply chains, robotics, and cybersecurity are reshaping global equity markets. This guide analyses the major technology investment themes of 2026, the key companies and funds providing exposure, and how to manage the concentration risk that technology now represents.
Read guide →Technology Sector Investing: Risks and Opportunities in a Concentrated Market
Technology now represents approximately 30% of the S&P 500 — meaning passive investors have more tech concentration than they may realise. This guide covers the AI opportunity, the valuation risk, semiconductor cycles, and how to build tech exposure thoughtfully.
Read guide →The Equity Risk Premium: Why Stocks Should Outperform Bonds (and When They Don't)
The equity risk premium — the additional return investors expect from equities over risk-free assets — is the foundation of every long-term equity investment case. But the premium is variable, uncertain, and sometimes absent for years. This guide examines the evidence and implications.
Read guide →The Size Factor: Academic Evidence, Post-Publication Decay, and Practical Implementation
Small-cap stocks have historically offered higher long-run returns than large-caps — the size premium identified by Fama and French in 1992. But post-publication evidence is more mixed, and implementation matters considerably.
Read guide →Thematic Investing: AI, Clean Energy and Global Megatrends
How to invest in structural megatrends — artificial intelligence, energy transition, demographics and beyond — while managing the concentration and timing risks inherent in thematic strategies.
Read guide →Thematic Investing: AI, Clean Energy and Megatrends — Construction and Portfolio Risks
Beyond the marketing — how thematic funds are constructed, what concentration and overlap risks they create, and how to incorporate megatrend exposure without overpaying or duplicating.
Read guide →UK Equity Market Guide: FTSE 100, Valuation, and the Case for UK Equities
The FTSE 100 trades at one of its deepest historical discounts to global peers. This guide unpacks the index composition, the dividend culture, the overseas revenue story, and whether the discount is justified.
Read guide →US Equity Market Guide for UK Investors in 2026
The S&P 500 dominates global indices, yet UK investors face layered tax complexity on US dividends and currency exposure few fully understand. This guide covers everything UK-based investors need to know.
Read guide →Fixed Income & Bonds
Government bonds, corporate bonds, and fixed-income strategies for capital preservation and income generation.
Asset-Backed Securities: Structure, Risk, and Access for Sophisticated Investors
Asset-backed securities package pools of consumer loans into tradeable fixed-income instruments. Understanding SPV mechanics, tranching, and the post-2008 regulatory landscape is essential before investing in this sector.
Read guide →Bond Duration and Interest Rate Risk: A Complete Guide
Duration is the single most important concept in fixed income investing — and the least understood. The 2022 bond market crash demonstrated what happens when investors hold long-duration bonds in a rising rate environment. This guide explains duration and how to manage interest rate risk in a global portfolio.
Read guide →Bond Immunisation and Liability-Driven Investing: Matching Assets to Obligations
How sophisticated investors use bond immunisation and liability-driven investing to match future cash flow obligations — from pension fund LDI strategies to individual applications such as school fees and mortgage maturity planning.
Read guide →Bond Investing — A Practical Guide for Private Investors
Bonds are the foundation of fixed income investing — but the mechanics of how bond prices, yields and duration interact are frequently misunderstood by private investors. Getting the basics right matters enormously for portfolio construction.
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Our guides explain the investment vehicles — but the right choice depends on your residency, tax position, currency, and risk profile. Book a free review with one of our international investment advisers to get guidance specific to your situation.