us equities

Global spending growth should be good news for markets, even as things move quicker than ever.

Will the dollar’s bearish move extend even with solid equity earnings and improving economic data?

Dividends or growth? Familiar stocks or better ones? Why outcomes matter more than labels - and how to think about execution.

Antipodes Partners' global sector specialists name their best ideas for 2026.

Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities in 2026.

Global markets have always been concentrated, and nothing has changed.

Meta, Alphabet, and Microsoft just posted accelerating growth and Nick Griffin says the maths still stacks up.

There are some Aussie shares that have grown, of course, but a typical Aussie portfolio struggles to grow over time. There's an easier way.

We break down the key US equity drivers into two camps: short-term and long-term drivers.

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