{"id":205688,"date":"2025-12-28T21:45:08","date_gmt":"2025-12-28T21:45:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/205688\/"},"modified":"2025-12-28T21:45:08","modified_gmt":"2025-12-28T21:45:08","slug":"top-fund-managers-reveal-17-stock-picks-and-the-big-trends-to-watch-in-2026","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/205688\/","title":{"rendered":"Top fund managers reveal 17 stock picks and the big trends to watch in 2026"},"content":{"rendered":"<p>Dec 29, 2025 \u2013 5.00am<\/p>\n<p>Gift this article<\/p>\n<p class=\"d6475070fa5e1d14-title\" data-testid=\"Modal-title\">Subscribe to gift this article<\/p>\n<p class=\"d6475070fa5e1d14-giftDescription d6475070fa5e1d14-noMaxWidth\" data-testid=\"Modal-description\">Gift 5 articles to anyone you choose each month when you subscribe.<\/p>\n<p><a data-testid=\"Modal-subscribe-button\" href=\"https:\/\/subscribe.afr.com\/?promote_channel=HI_AGFT_GNL_GIFTCTA&amp;utm_source=ArticleGifting&amp;utm_medium=HouseInventory&amp;utm_campaign=General&amp;utm_content=GiftCTA\" class=\"d6475070fa5e1d14-subscribeButton\" rel=\"nofollow noopener\" target=\"_blank\">Subscribe now<\/a><\/p>\n<p class=\"d6475070fa5e1d14-subscribeSubtext\">Already a subscriber? Login<\/p>\n<p>Here comes the AI plot twist. The artificial intelligence story dominated markets in 2025, but Australia\u2019s top fund managers expect a new tech narrative to emerge in the next 12 months \u2013 and the easy wins might be done.<\/p>\n<p>Armina Rosenberg, co-founder of Minotaur Capital, says that while the big gains in 2025 <a href=\"https:\/\/www.afr.com\/link\/follow-20180101-p5nnoe\" rel=\"nofollow noopener\" target=\"_blank\">were concentrated in a handful of mega-cap companies<\/a>, mainly operating in the infrastructure layer of the AI industry, next year\u2019s winners will look different. First, she likes stocks that make the components that enable large-scale AI computing. Secondly, Rosenberg is tipping some apparent AI losers to make a comeback.<\/p>\n<p>Loading&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"Dec 29, 2025 \u2013 5.00am Gift this article Subscribe to gift this article Gift 5 articles to anyone&hellip;\n","protected":false},"author":2,"featured_media":205689,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[138,219,111,139,69],"class_list":["post-205688","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","tag-business","tag-economy","tag-new-zealand","tag-newzealand","tag-nz"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/205688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=205688"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/205688\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/205689"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=205688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=205688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=205688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}