investing in global stocks

These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.

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

From live sports to aerospace and AI optics, Qiao Ma shares three stocks she believes can thrive in the next growth cycle.

The top global funds in recent months haven’t owned the world. They’ve owned a tight cluster of stocks in one specific part of the world.

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.

Founder Rich Pzena and CEO Caroline Cai reflect on what they've learnt after three decades in the game.

Aussie investors have one of the strongest home biases in the world and it's arguably leading to them leaving money on the table.

A father and son each pick 10 stocks inside their circle of competence. One uses instinct, the other experience. Who wins?

AI is exploding, labour markets are shifting, and biotech is waking up - Janus Henderson's Josh Cummings breaks down where the heat is now.