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Howard Marks is the king of common sense. His AI verdict is chilling
The Oaktree Capital Management co-founder says artificial intelligence may be moving too quickly for society to adapt. But, there’s one group he believes is safe.
Outlook for global equities: what could surprise markets in 2026
Magellan Portfolio Managers' Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.
Qiao Ma on life in the ‘Darwinian’ world of funds management
The globetrotting stock picker, who reads dense corporate history books for fun, says AI will only replace those people who don’t know how to use it.
Why GYG’s Steven Marks refuses to compromise on quality
Founder of Guzman y Gomez, Steven Marks, joins Matthew Kidman to discuss his decision to leave Wall Street, the tough early years building GYG, why quality is non-negotiable, and what comes next as the business expands into the US.
WINNING THE ROOM with Portfolio Manager Vihari Ross
Fresh off the Sohn Hearts & Minds Conference stage, Vihari Ross of Antipodes joins the WINNING THE ROOM podcast to share insights on AI, tech, and the value of human connection.
WINNING THE ROOM with Chief Investment Officer Nick Griffin
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.
New Portfolio Positions: SAP and adidas
Magellan Investment Partners, recently recommended two new positions to the portfolio, both listed in Germany: SAP (SAP.ETR) and adidas (ADS.ETR).
What top fundies learned in 2025, and how they'll act on it 2026
With 2025 almost in the rearview mirror, Livewire Markets spoke to some of Australia's top fund managers to reflect on the lessons they learned (or relearned) and how it's informing their strategy going forward.
Munro Partners | Wrapping up the year that was and looking to the year ahead
Chief Investment Officer, Nick Griffin of Munro Partners (HM1 Core Fund Manager) reflects on 2025, and outlines how the team are positioning to take on 2026.
Six themes that matter most for Listed Infrastructure investors in 2026
Several forces are emerging that Magellan believe will meaningfully shape the outlook for listed infrastructure. These are not just abstract themes but real shifts already influencing markets and investor positioning.
Statement on Bondi Terror Attack
Hearts & Minds has longstanding and deep connections with the Jewish community via local and international donors, speakers, volunteers and the Sohn Conference Foundation.
Stock Story: Nvidia
Munro Partners recently shared a stock story on Nvidia, one of their recommended stocks for HM1's Core Portfolio.
Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.
Anthony Scaramucci says everyone in Trump's orbit hates him
“The Mooch”, as he’s affectionately known, is a man in high demand. He’s flown into Sydney to headline the Sohn Hearts & Minds conference at the Opera House, an investment community jamboree that raises money for charity. He landed in London the night before, and will leave Sydney the next day for the brutal 24-hour return to New York.
Queenstown to host 2026 Sohn Hearts & Minds Conference
We're thrilled to announce Queenstown, New Zealand, as the destination for the 2026 Investment Leaders Conference, to be held on Friday 6 November.
10 top stock picks from Sohn Hearts & Minds conference 2025
Global fund managers gathered at the 2025 Sohn Hearts & Minds conference to pitch their best stock ideas. Here are all 10 tips in the order they were presented.
The 9 hottest stock tips from this year’s Sohn fund managers
Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.
Third Point’s Loeb leads bullish investors despite stock slump
Major investors say the global economy is strong enough to withstand a bubble in artificial intelligence and turmoil in private credit markets despite a sharp fall on Wall Street and the ASX over the past week.
Net zero move good, but Libs need ‘north star’: Lord Hintze
Michael Hintze, one of Australia’s richest international billionaires and donor to conservative parties, says the Liberals are lacking a “north star” but dumping net zero was a smart move.
Activism without proxy fights is like ‘Catholicism without hell’: Loeb
An older, wiser Dan Loeb reckons his activist approach has changed, but the Wall Street icon will never put away the big stick.
Forget Trump volatility says top investor and focus on China threat to Australia
Australian investors should be more worried about China than sweating on Federal Reserve independence and other market obsessions to do with Donald Trump, says billionaire conservative Baron Michael Hintze.
'Here to pitch the parent company': Jim Chalmers' Sohn pick
The federal treasurer got into the spirit of the Sohn Hearts & Minds event with a big-picture investment tip – and a dig at our nation’s fundies.
The case for and against an AI bubble
Alan Pullen sits down with Equity Mates to discuss the current market landscape, how investors can navigate an AI-driven environment, and the big question on everyone’s mind: are we in a stock market bubble?
Square Peg's Ben Hensman names top picks in a hot tech sector
“We’re really looking for people who have that strong growth arc. Even though they’ve reached material scale, they’re still changing and moulding their company to move really fast, and they’re curious.”
The standout Conference stock picks of 2024
Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year.
Labubu, AI infrastructure & renewable energy: Why China is full of opportunity
It is time we rethink our approach to China? Eric Wong of Stillpoint Investments believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.
