global equities

Markets have been strong, but Forager says the best opportunities appear when others start to panic.

The best opportunities still belong to those who can think independently, stay patient, and hold their nerve when consensus turns.

If you were starting fresh and had money to splash, where would you put it in today's market? Charlie Viola has some suggestions.

The curious case of a tiny Caribbean Island and what it might tell us about the AI trend.

Why a new take on the barbell strategy could do the heavy lifting for stock investors caught in two minds.

A high bar for equities: inside the Global Multi-Strategy Fund’s unique operator-led approach to compounding capital for the long term.

Idiosyncratic stock ideas, not mega-themes, sit at the core of Schroders’ concentrated strategy.

From automation to gold, and inflection-point stocks: inside Victor Smorgon Group’s highest-conviction investment themes.

Josh Cummings explains how Janus Henderson navigates global markets by backing conviction, compounding, and companies built to endure.

In a market caught between optimism and fragility, Andrew Mitchell reveals how he positions for both growth and resilience.