global equities

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.

Global small caps offer Australian investors diversification, new growth drivers, and access to industries beyond the ASX

LegalZoom is owner-led, has strong partnerships and a growing subscription base, and we believe they will experience sustained growth.

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.

Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.