equities

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.

The outlook for banks is getting tougher but real estate could get stronger as rate hikes hit a pause.

Four consecutive years of high double-digit returns in the stock market is a rare occurrence.

Relying on the investment playbook of the 2010s may no longer cut it.

Seven fund managers walked into a sell-off and came out with a shopping list. Here are the 16 stocks they're backing.

The 60-40 portfolio has been heralded for decades, but in modern capital markets, is there a better way?

Markets are holding up, but risks are building. One fund manager reveals where pricing hasn’t caught up and where opportunity sits.

Beneath solid returns, industrials are a tale of extremes. Selectivity, not exposure, will define outcomes in 2026.

Earnings are rising but prices are not. These companies sit where the market’s disconnect may be most visible.

Strong results and copper momentum have driven BHP higher. Here's what investors should watch next.