Global stocks for any cycle

A framework for identifying durable growth opportunities.

1 Sep 2025

Amidst macroeconomic tides, finding companies that thrive across market cycles is more critical than ever. In this interview, Iain Fulton shares his framework for identifying durable growth opportunities—rooted in historical perspective and forward-looking fundamentals.

Iain Fulton, Portfolio Manager of the Yarra Global Share Fund, sits down with Livewire Markets to discuss where to find durable growth, explain why capex will drive the next leg of growth in markets, and detail the global stocks he believes are set to thrive.

Watch the discussion below and read the full interview here.

The Yarra Global Share Fund is invested in the Amova AM Global Equity Fund managed by the Global Equity Team of Amova Asset Management Europe.

The Global Equity team is a proud partner of Future Generation, an Australian-based social impact investment organisation that supports children and youth mental health.