global equities

Latest news and analysis on global equities

Asset Allocation

The overlooked investing strategy that could be perfect for today's stock market

Why a new take on the barbell strategy could do the heavy lifting for stock investors caught in two minds.
Tom Stelzer
Livewire Markets
Fund in Focus

VSG's Global Multi-Strategy Fund: Building a multi-generational portfolio with an operator's mindset

A high bar for equities: inside the Global Multi-Strategy Fund’s unique operator-led approach to compounding capital for the long term.
Chris Conway
Livewire Markets
Equities

Schroders: 5 growth stocks being under-appreciated by the market

Idiosyncratic stock ideas, not mega-themes, sit at the core of Schroders’ concentrated strategy.
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Chris Conway
Livewire Markets
Equities

Inside Victor Smorgon Group’s biggest investment bets right now

From automation to gold, and inflection-point stocks: inside Victor Smorgon Group’s highest-conviction investment themes.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

The global growth strategy built to compound and endure

Josh Cummings explains how Janus Henderson navigates global markets by backing conviction, compounding, and companies built to endure.
Chris Conway
Livewire Markets
Funds

Andrew Mitchell finds growth and protection in shifting cycles

In a market caught between optimism and fragility, Andrew Mitchell reveals how he positions for both growth and resilience.
360
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Stephanie Gardner
Livewire Markets
Equities

Fund managers most bullish in seven months despite record valuation fears

The latest BofA fund manager survey shows bullish equity positioning and soaring growth expectations, but sticky inflation concerns.
Kerry Sun
Livewire Markets
Equities

Turning tariffs and protectionism into buying opportunities

Joseph Sitch on how Victor Smorgon Group invests like operators, using long-term themes to navigate volatility and drive returns.
Chris Conway
Livewire Markets
Equities

Is Palantir more magnificent than the Mag 7?

Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it's worth.
Andrew Legget
Livewire Markets
Livewire Live

10 years from now, these are the companies everyone will wish they owned

The 6 stalwarts and surprise innovators tipped by the experts at Livewire Live 2025.
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Sara Allen
Livewire Markets
Funds

The stocks that can withstand any cycle

Where to find durable growth, why capex will drive the next leg of growth in markets, and the global stocks set to thrive.
Anna Dadic
Livewire Markets
Equities

Why global small caps deserve a place in your Australian portfolio

Global small caps offer Australian investors diversification, new growth drivers, and access to industries beyond the ASX
Steve Johnson
Forager
Equities

Legal Zoom: An exciting legal tech business

LegalZoom is owner-led, has strong partnerships and a growing subscription base, and we believe they will experience sustained growth.
Garry Laurence
Profeta Investments
Equities

The boy who cried tariff: Have markets moved on?

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.
Andrew Mitchell
Ophir Asset Management
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Equities

The paradoxes of investing

Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.
Delian Entchev
Aoris Investment Management
Equities

ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
Firetrail Investments
Firetrail Investments
Equities

Unveiling tomorrow's titans: A case study on Arista Networks

In the world of tech, identifying future market leaders can be akin to finding a needle in a haystack. But the rewards can be monumental.
Maroun Younes
Fidelity International
Equities

Global titans: 3 fundies share their top stock picks for 2025

Hyperion, Antipodes and Plato share their biggest stock calls and global market outlooks at the recent Pinnacle Summit.
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Anna Dadic
Livewire Markets
Equities

Tech, turnarounds, and the return of small caps

We look at the winners and losers of FY 2025, and how Forager is positioning for the year ahead.
Steve Johnson
Forager
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