Podcast: Best ideas for 2026 from 5 Antipodes sector PMs

In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
Podcast: Opportunities in global small and mid-cap stocks

Antipodes Investment Director, Alison Savas, is joined by Antipodes Portfolio Manager, James Rodda, for a discussion about the key opportunities in global small and mid cap equities.
Podcast: Two-speed America: fiscal tailwinds, AI boom and market implications

Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
Podcast: A period of transition for global equities (Interview with Ian Harnett)

A podcast episode with the Founder of Absolute Strategy Research, Ian Harnett.
Podcast: Asset allocation trends & the active vs passive debate

In this episode, Alison Savas is joined by Pinnacle Investment Management Group’s Chief Investment Strategist, Anthony Doyle.
Podcast: US fiscal sustainability and the riskier macro environment

In this episode of the Good Value podcast, Investment Director, Alison Savas interviews Portfolio Manager, Graham Hay.
Podcast: Opportunities in global small and mid caps (SMIDs)

In this episode of the Good Value podcast, Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.
China Market Lens: Stocks & Sectors to Watch

Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China
Investing amid the Tariff War

This episode features Antipodes Investment Director, Alison Savas, and Portfolio Manager, Rameez Sadikot.
AI at an inflection point, but has the US mega cap tech sell-off got further to go?

In this podcast episode, Antipodes Investment Director, Alison Savas, interviews Antipodes Portfolio Manager, James Rodda.