Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world's other biggest stocks.

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...

Our anticipated annual Institutional Investor Conference is next week. In lead up we chat to Andrew Mitchell, Liam Donohue and Matt Griffin.

Equity portfolio teams must ask questions to determine where the narrative is overdone in a software industry facing ...

A regulatory safeguard designed to protect superannuation members may now be distorting Australia’s equity market.

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

Between tech giants and coal companies, the new rules of blue-chip investing might look different to the past.

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.

Figure 1 – 2025 was all about the AI winners… whereas 2026 has so far been all about the perceived victims Source: Goldman Sachs and MSCI index performance; Pella Funds Management calculations based ...

The copper backdrop may help. JPMorgan expects a refined deficit of around 330,000 tonnes in 2026, and for BHP every US$100 per tonne move in copper shifts EBITDA by roughly US$220 million to US$260 ...

Investing feels harder than it used to. Here, Richards explains how the rules are changing and names some of the stocks he likes.