global stocks

Anna Milne (WAM), Arms Rosenberg (Minotaur) and Chanel Stuart-Findlay (Plato) on the themes shaping markets and how they pick future leaders

Markets may be factor-led for now, but Catriona Burns believes earnings growth will ultimately drive share prices again.

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.

By Portfolio Manager, Kevin Bertoli.

Fresh from Sohn London: big shorts, bold longs, and sharp calls across fintech, med-tech, industrials and more. Here are the key ideas.

AI companies seeking government handouts and legal uncertainty over Trump's tariffs could shock stocks at a time when momentum is crucial.

Sit back, relax, and grab your favourite drink, as Arms and Ally analyse some of the best opportunities coming out of the US.

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

Three are having the time of their lives and one is starting to worry again. Investors should take note.

Finding value in global markets has never been harder - or more important.