global equities

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

The next chapter of market returns looks very different, investors should be positioned to capture it.

Markets are selling first and asking questions later. This Q&A explores where volatility is creating opportunity, not risk.

Schroders’ Sebastian Mullins and Ben Arnold on why selectivity, not calm markets, is driving opportunity today.

By Portfolio Manager, Kevin Bertoli.

The Australian and global stocks that would be impacted by some of the big risks on Plato Investment Management's radar