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As AI reconfigures the global economy, Contrarius sees shares through the lens of three distinct buckets: AI-Winners, Proof, and Threatened.

A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

As AI makes intelligence abundant, value is shifting to judgment, trusted workflows and the companies that turn ideas into action.

For years a few megacaps drove the market. In 2026 small caps are winning in every sector, and big tech's own spending is funding it

Genuine diversification is becoming increasingly difficult to find. It is precisely this scarcity that makes it valuable.

Amid tech disruption & geopolitical uncertainty, the case for adding global REITs to portfolios has rarely been this compelling.

WMA holds ~15% in Australian water entitlements as dry conditions and government buybacks have tightened supply and lifted expected returns.

Infrastructure and global property are proving resilient, offering income stability and diversification as geopolitical risks rise.

An inflation resurgence does not automatically imply a major gold rally.

The first rate rise since 2023 should worry investors and the RBA might not be done there.

How a $43B investment firm uses data, discipline, and diversification to deliver long-term results investors can learn from.

The first phase of the AI trade was about compute, but the second phase is being driven by constraints. Over the past two years, leadership was concentrated in a small...

While there are reports that Iran has made indirect contact with the U.S. to explore a negotiated end to the conflict, the situation remains highly fluid. Outcomes...

Cyclical headwinds have hit Diageo hard. But its iconic brands, fresh leadership, and long runway may reward patient investors.

Why global investors may be more concentrated than they think

The US is better poised to capture emerging growth themes than Australia, which could play out again in 2026.

Geopolitics, AI and rising Asian wealth are reshaping portfolios. Here's how Fidelity is positioning for the second half of 2026.

With a new Fed chair, policy is looking to reverse much of the course of the past decade.

Valuations, finding the next wave of winners, and the impact on markets as companies aggressively raise capital to finance the AI boom.

How Blackstone approaches investing and why very different businesses can belong together.