global equities

As the AI shakeout exposes weak business models, Josh Cummings of Janus Henderson is turning tactically bullish.

Technological prowess does not automatically guarantee shareholder success

Fidelity’s global PMs on whether AI can pay its own way in 2027 and four stocks they like that sit outside the AI trade.

Our investment thesis centers around the irreplaceable nature of that content and the vast number of ways the company can monetise it.

Vihari Ross and Andrew Mitchell reveal the global stocks they believe could look very different five years from now.

A year ago, Antipodes' Vihari Ross called Google the buying opportunity of the decade. How did her call turn out?

Multiple company name changes was one of the key red flags.

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

Japan's small cap stocks offer compelling value, trading at less than half the P/E ratio and 1/3 the price/book ratio of the Nikkei 225.

The big superannuation funds are printing near 10% returns for FY26, and more for the best growth funds, but are those good returns?