Labubu, AI infrastructure & renewable energy: Why China is full of opportunity
Equity Mates
November 4, 2025
It is time we rethink our approach to China? Eric Wong of Stillpoint Investments believes it is time.
More Insights & Media
October 31, 2025
The 42pc gain that shows why Sohn is a stock picker’s delight
It turns out you could have outperformed the seemingly unstoppable magnificent seven tech stocks if you simply acted on the 11 stock picks at Sohn last year.
Anthony Scaramucci’s advice to our PM is to seek his Canadian counterpart’s counsel
Beyond Wall Street, The Mooch is better known for his cutting takes on US politics in the popular podcast The Rest is Politics: US, which he hosts with BBC’s long-term North American correspondent Katty Kay.
Marathon CIO Robert Mullin reveals why gold stocks are still undervalued
The son of a stockbroker, Mr Mullin has more than 30 years' investing experience and is chief investment officer at Marathon Resource Advisors in San Francisco, a company he founded.
Billionaire hedge fund manager enacts ‘little short’ on the market
Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.
Hedge fund guru Michael Hintze can't out-trade machines but he can still 'out-invest' them
Billionaire hedge fund manager Michael Hintze says the world is more dangerous than he has ever seen, artificial intelligence is stifling people’s ability to learn and process information.
A golden year for Wall Street’s Australian stock picker
Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.
My biggest mistake: Anthony Scaramucci on what makes Donald Trump tick
On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.