Global funds

Big tech fundamentals remain strong, but Magellan flags froth, IPO mania, and rising speculative excesses.

Volatility, mispricing and structural inefficiencies are creating a fertile ground for value. Here’s why Pzena says EM is primed for alpha.

In the world of tech, identifying future market leaders can be akin to finding a needle in a haystack. But the rewards can be monumental.

With attractive valuations and defensive qualities, this asset could be the megatrend exposure your portfolio is missing.

1 in 10 global funds are holding this unsung hero of the ASX. Are you?

The best global equity funds surged over the past year, making it back-to-back stellar years for some global managers.

These funds have 0% batting averages, according to data sourced from Morningstar’s database.

These funds are the most-consistent at beating their benchmarks over the last five and 10 years in Australia.

PM Capital has had limited exposure to gold this decade. However, we initiated a position in late 2023 in Newmont Corporation.