Author: Alison Savas

Seeking value in the auto sector

Covid-related supply chain disruptions had a dramatic impact on the industry, curtailing demand by around 30m units, or around one-third of pre-pandemic global auto sales.

Finding opportunities amid uncertainty

We are targeting non-US listed multinationals with significant exposure to the US economy as an attractively priced way to exploit any soft landing in America.

Keeping an open mind on interest rates

US inflation is proving stickier than expected. We believe this trend could continue – and with the economy also remaining relatively resilient, investors need to be open-minded to the prospect that rates will remain higher for longer.

Now available on the ASX: the Antipodes Global SMID Active ETF (ASX:MIDS)

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