global equities

The question is no longer whether AI will disrupt software. It is which businesses are genuinely at risk and which are mispriced.

Markets may have turned against quality but history points to what could come next.

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

Janus Henderson's head of diversified alternatives says global uncertainty has created an "opportunity-rich environment" for multi-strategy.

Structural change is accelerating and capital is shifting. Munro explains where investors should look to capture the next decade of growth

A weekly debate, an independent risk team and one clear rule: take risk deliberately, not accidentally.

Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world's other biggest stocks.

From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.

The top global funds in recent months haven’t owned the world. They’ve owned a tight cluster of stocks in one specific part of the world.

Why picking a style lane is a losing game & the global stocks we’re backing across all three in 2026