2024 outlooks for 5 key sectors

In our final podcast episode for 2023, Alison Savas is joined by all Antipodes’ Sector Portfolio Managers.

Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, along wth one stock or part of the market they believe investors should avoid.  

For some additional Christmas fun, our PM’s are also asked if they could choose anyone to take to Christmas lunch this year, who would it be?

Thanks for listening to our podcast throughout the year, we wish you and your families safe and happy holidays.

Key times:

  • 1:30: Graham Hay – Portfolio Manager Hardware, Industrials & Commodities
    • Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)*
  • 6:20: Nick Cameron – Portfolio Manager Healthcare
    • Stock to watch: Alcon AG (SWX: ALC)*
  • 15:00: Max Shramchenko – Portfolio Manager Infrastructure and Antipodes Climate Delta Fund
    • Stock to watch: American Electric Power Company (NASDAQ: AEP)*
  • 21:30: James Rodda – Portfolio Manager Domestic Developed Markets and Antipodes Global Opportunities Fund
    • Stock to watch: Oracle Corp (NYSE: ORCL)*
  • 27:00: John Stavliotis – Portfolio Manager Emerging Markets
    • Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)*

 

*Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security. 

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19 December 2023