Global funds

While markets chase AI, PM Capital is shopping in the wreckage, from healthcare to beverages. Here's where they are finding value right now

As AI concentrates returns, a rare pricing gap is opening across global equities that investors may be overlooking.

Markets may have turned against quality but history points to what could come next.

As geopolitical risks rise, one fund manager is finding value where the market isn’t looking.

A weekly debate, an independent risk team and one clear rule: take risk deliberately, not accidentally.

Markets are selling first and asking questions later. This Q&A explores where volatility is creating opportunity, not risk.

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