global stocks

With top-tier returns across two funds, Ophir’s Andrew Mitchell explains the stock stories, signals, and strategy that made FY25 a success.

The latest Sohn Conference was held in New York overnight - here are the key insights from some of the world's best stock pickers.

Impax shares 3 sectors and 13 stocks it is liking right now - all of which are enabling the transition to a more sustainable economy.

Maybe we've passed the bottom, maybe not, but here's an example of what it might look like if you start buying.

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?

In this wire, Pzena Investment Management share where they find value-oriented opportunities in a mega cap-driven market.

In this video, we ask our fundies to nominate some contrarian stock picks. Will any of them deliver the right kind of surprise? Find out.

The last episode of the Signal or Noise season may be upon us but there is still no shortage of news to cover and insights to listen to!

Think you have a pretty good view of what the investing world will look like in 2025? History has proven to make fools of us all.

…and why it’s a misconception that emerging market companies are cyclical and lower quality.