Equities

Reframing regional exposure

Record US debt is fuelling questions about the dollar’s future. We examine why dollar dominance has endured, what could weaken it, and how investors can think about risks and diversification.

Space, AI and banking

But current backdrop 'challenging'

At the age of 89

'Stick to the process'

'Buy the dip'

A volatile geopolitical environment and valuation risks pose a challenge to equity market investors today. Against an uncertain backdrop, global equity income portfolio manager Tristan Purcell highlights the benefits of anchoring on sustainable dividends, resilient earnings and valuation discipline to navigate what comes next.

Nine experts answer

22% rally in 2025