global equities

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.

The latest BofA fund manager survey shows bullish equity positioning and soaring growth expectations, but sticky inflation concerns.

Joseph Sitch on how Victor Smorgon Group invests like operators, using long-term themes to navigate volatility and drive returns.

Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it's worth.

The 6 stalwarts and surprise innovators tipped by the experts at Livewire Live 2025.

Where to find durable growth, why capex will drive the next leg of growth in markets, and the global stocks set to thrive.