global equities

The businesses are extraordinary. The valuations are another story. Here's what two fund managers think.

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

Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape.

These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.

While markets chase AI, PM Capital is shopping in the wreckage, from healthcare to beverages. Here's where they are finding value right now

The Magnificent Seven still matter, but the next phase of returns may come from overlooked corners of the market.

The benchmark is expensive, but not uniformly so. Antipodes Vihari Ross and James Rodda on the stocks and sectors where that gap is widest.

The truth is, housing was never a great investment to start with, and the tax changes in the Budget make some, but little, difference.

As US markets grow more concentrated, investors are being forced to rethink where diversification comes from.

Jolon Knight explains why competitive advantage, not market noise, is separating structural winners from investment traps.