global equities

Another solid year for international stocks drove healthy performance for some global equity funds.

Ten leading fund managers share the stocks they’re steering clear of in 2026 and the risks investors may be underestimating.

A more balanced macro backdrop, broader geographic exposure and fresh catalysts make 2026 look more compelling than recent narrow markets.

This year’s most-tipped ETFs signal a massive rotation in Australian portfolios. Here’s where the money is moving.

As a tumultuous 2025 draws to a close, it is worth reflecting on the year’s worst and best trades, the widow-makers and the haymakers!

Markets were choppy and trade risks rose. Epoch’s Kera Van Valen explains what worked, what didn’t, and the stocks that mattered.

Extreme pessimism, not hype, set up Pzena’s strongest performers. John Goetz explains why the market got these three stocks wrong.

From China’s reset to Brazil’s rise, Fisch breaks down the EM markets offering the most compelling value right now.

Alec Cutler says markets are fairer, more fun and full of idiosyncratic opportunities that contrarians have waited a decade to see return.

A father and son each pick 10 stocks inside their circle of competence. One uses instinct, the other experience. Who wins?