global stocks

L1 Capital's Mark Landau says huge moves beneath calm global indices are creating a compelling environment for long short investors.

Chloe Stokes on why they're selling out of consumer, more bubble than boom on AI, and the overlooked market that's now 18% of the fund.

A bumper year for global stocks has translated to some big returns across the global fund landscape.

It's another disappointing year for the Australian market while global stock markets have had a year to remember.

The top stock picks from small cap, global and Australian fundies including Andrew Mitchell, Qiao Ma and Tobias Yao.

Skerryvore's Glen Finegan on why and how it's looking at the areas of emerging markets the rest of the market is ignoring.

Dispersions in valuations both locally and globally represent great opportunities for investors with the conviction to take a position.

From software exits to real asset overweights, James Rodda explains the trades, risks and themes shaping Antipodes’ portfolio today.

Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.

CIO Kent Hargis says it's possible to beat the market while lowering the risk if you're careful about stock selection.