Labubu, AI infrastructure & renewable energy: Why China is full of opportunity

Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.

Discover the ideas, themes, and conversations that shaped an unforgettable milestone year at the 2025 Sohn Hearts & Minds Conference.

“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.

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

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.

An older, wiser Dan Loeb reckons his activist approach has changed, but the Wall Street icon will never put away the big stick.

Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.

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.

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.

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.

“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.”

Vihari Ross' global fund returned more than 20 per cent in the year to September 30 versus about 10 per cent for the benchmark without owning Nvidia, Meta, Tesla, Apple or Broadcom.

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.

Qiao Ma has a simple test for spotting the investment opportunities that will define the next decade. Take the technology apart and see what’s inside.

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.

Matthew McLennan, the co-head of the global value team and portfolio manager at the $US161bn ($243bn) First Eagle Investments, stormed the market with a bullish bet on gold.

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.

Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.

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.

Eric Wong will present his investment case at the Sohn Hearts & Minds conference at the Sydney Opera House on Friday, November 14.

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.

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.

Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.