Hearts & Minds' Howes on Private Credit

At this year’s high-profile stock picking conference, Dan Carter sat down with ex-rugby league star Cooper Cronk and delivered a cut-through message on pressure.

Rabobank Global Strategist Michael Every spoke with Bloomberg on the sidelines of the 2026 Sohn Hearts & Minds Conference in Queenstown.

Antipodes Partners portfolio manager tips Disney as her stock pick at the Sohn Hearts & Minds conference.

Antipodes fund manager Vihari Ross has pitched entertainment conglomerate Disney at the Sohn Hearts & Minds conference in Queenstown

Terra Capital chief investment officer Jeremy Bond has pitched Canadian-listed gold miner G Mining Ventures as his stock pick for the 2026 Sohn Hearts & Minds conference. 

The morning session of Sohn & Hearts Minds conference has turned to an old staple as a pick: gold. Not just any gold, but frontier gold.

Milford Asset Management’s Andrew Curtayne pitches Dutch chipmaker ASML at the Sohn Hearts & Minds investment conference

Milford portfolio manager Andrew Curtayne tips ASML at Sohn Hearts & Minds.

Azora Capital chief investment officer Ravi Chopra has pitched wealth manager LPL Financial as his stock pick for the Sohn Hearts & Minds conference.

At Sohn Hearts & Minds, Azora Capital chief investment officer Ravi Chopra named Nasdaq listed LPL Financial as his top stock pick.

Sohn Hearts & Minds panellists examine mounting risks and emerging opportunities in private credit.

He says the world’s largest tech companies, or hyperscalers, will have to figure out how to finance the build out of artificial intelligence. 

Marathon Resource Advisors chief investment officer Robert Mullin has pitched London-listed oil and gas company Harbour Energy as his stock pick at Sohn, tipping the stock could nearly double in value.

Sohn Hearts & Minds 2026 highlights Japanese investment opportunities, with fund managers backing stocks across the region.

Indus Capital's John Pinkel picks Kotobuki Spirits at Sohn Hearts & Minds Conference 2026.

EFM's John Wylie pitches Nvidia at Sohn Hearts & Minds Conference 2026.

Nvidia emerges as a stock pick at Sohn Hearts & Minds Conference 2026.

Anthropic investor warns of a potential AI bubble amid growing concerns over valuations.

Northcape's Ross Cameron pitches South Korean home appliance company Coway at Sohn Hearts & Minds Conference 2026.

Ross Cameron pitches South Korean home appliance company Coway as a compelling investment opportunity.

Markets are focused on the AI wreck. But Rabobank's Michael Every says the drums of war haven't stopped beating.

Plato's David Allen identifies 14 red flags at Anthropic, raising concerns over AI valuations.

Anthropic backer remains bullish on AI despite Asia's tech sell-off.

Samantha D'Amore shares where she's finding compelling opportunities beyond the US and the global themes shaping her investment approach.

John Pinkel backs his conviction in overlooked stocks, from AI chipmaker SK Hynix to sportswear brand ASICS. David Rogers examines the Indus Capital fund manager’s contrarian approach and how he spots opportunities others miss.

Robert Mullin tips resources surge as AI forces energy market reset

US banks are reopening physical branches to attract deposits, strengthen customer relationships and gain market share, showing that face-to-face banking remains valuable despite the shift to digital services.

The credit fund is an opportunity to broaden the Hearts and Minds platform. “That means more funds across more asset classes to scale up our giving,” Howes says.

According to Singapore-based global strategist with Rabobank Michael Every, countries have spent decades optimising for quarterly or annual GDP numbers without asking what growth is actually for: and that is safety, sovereignty and resilience.

Bond is in hot demand. He’s one of only a handful of speakers invited to return to the Sohn Hearts and Minds charity stockpicking conference, which is being held this year in Queenstown.

Sohn Hearts & Minds today announced that Robert F. Smith, Founder, Chairman and CEO of Vista Equity Partners, will headline the near-sold-out 2026 Investment Leaders Conference in Queenstown, New Zealand, on 6 November.

One of the world’s largest venture capital firms says investors are underestimating the carnage artificial intelligence will create for software companies, warning their pivots towards AI are likely just marketing.

It seems hard to believe, but just a little over two years ago an investment in frontier artificial-intelligence play Anthropic was considered a contrarian bet. Today the start-up behind the Claude model is on the cusp of a $US2 trillion ($2.7 trillion) stockmarket listing.

Make the most of your time in Queenstown before or after the Sohn Hearts & Minds Conference.

To celebrate 10 years of Hearts & Minds, we brought together some of the remarkable people who have shaped our journey.

In an episode of The Astute Investor, hosted by long-standing Sohn Hearts & Minds Conference supporter LGT Wealth Management, Martin Randall speaks with Isaac Kim and Michael Romano of Lightspeed Venture Partners about the opportunities, risks and investment implications of AI.

We're thrilled to announce Queenstown, New Zealand, as the destination for the 2026 Investment Leaders Conference, to be held on Friday 6 November.