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. 

You can subscribe to our podcast on AppleGoogle or Spotify, to be notified as soon as upcoming episodes are published

Subscribe to receive the latest news and insights from the Antipodes team

Subscribe to updates


All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Emerging Markets (Managed Fund) (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.
The information provided is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Funds, you should consider the current Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via below links. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Links to Product Disclosure Statement: IOF0045AU, WHT0057AU, IOF0203AUWHT3997AU
Links to Target Market Determination: IOF0045AU, WHT0057AU, IOF0203AUWHT3997AU
For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com
Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Funds. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this content. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

19 December 2023