GLOBAL VALUE

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an attractive price.

The benchmark is expensive, but not uniformly so. Antipodes Vihari Ross and James Rodda on the stocks and sectors where that gap is widest.

Why you should get runs on the board in an era of constrained capital.

Cyclical headwinds have hit Diageo hard. But its iconic brands, fresh leadership, and long runway may reward patient investors.

The Antipodes CIO talks about mispricings in structural growth trends and why the benchmark is the biggest risk to your portfolio.

Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.

The concept of value is frequently forgotten but now is a good time to revisit it.

And the importance of having multiple sources of return in a portfolio.