Investing globally can feel overwhelming, but it also opens the door to powerful structural themes that Australian equities often miss.

In this episode of Buy Hold Sell, Nick Markiewicz from Ellerston Capital and Michael Poulsen from Canopy Investors reveal six global small and mid cap stocks positioned in the slipstream of major shifts including AI driven power demand, digital content monetisation, manufacturing reshoring, rising healthcare procedure volumes and the transformation of Japan’s labour market.

From data centre power solutions to hazardous waste leadership and fast-growing HR technology platforms, the pair outline high conviction ideas that tap into multi-year growth opportunities.