global equities

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.

Why you should get runs on the board in an era of constrained capital.

AI will reshape everything. That doesn’t mean today’s leaders will win. A global fund manager reveals where value is emerging.

Global equity markets have staged a sharp rebound in recent weeks, delivering their strongest monthly performance in several years. The S&P 500 rose 10.5% in total...

From software exits to real asset overweights, James Rodda explains the trades, risks and themes shaping Antipodes’ portfolio today.

It’s not just about cheap assets, it’s about what unlocks them. That’s where the real opportunity sits today.