funds

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

As geopolitical risks rise, one fund manager is finding value where the market isn’t looking.

Passive may dominate inflows, but markets still rely on someone to set prices and back businesses.

The “RWA trade” moves from narrative to plumbing

After a tough year for the ASX, four managers explain where opportunities still exist and what matters most heading into 2026.

Alternatives stole the spotlight in 2025, with the top fund returning 58%. Here are the standout performers and what drove the gains.

With the sector rallying 26% this year, two small caps stand out for their potential to outperform the next leg.

Volatility, mispricing and structural inefficiencies are creating a fertile ground for value. Here’s why Pzena says EM is primed for alpha.

With volatility simmering beneath the surface, Noah Wise shares where investors can still find quality yield without chasing risk.

Steve Johnson learned early that the most likely winners aren’t always the best bets, a lesson that still guides his investing.