Podcast: Best ideas for 2026 from 5 Antipodes sector PMs

In the final episode of 2025 on Antipodes‘ podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead.

The episodes produces an eclectic mix of stock ideas across global industrials, healthcare, infrastructure, technology, and emerging markets. 

But it also underscores a common themes our team believes will reward investors in 2025 –  looking for companies that are mispriced relative to their business resilience and growth profile.

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

Key times:

  • 1:00 | Graham Hay – Industrials (Honeywell International Inc)
  • 8:30 | Nick Cameron – Healthcare (Merck & Co Inc)
  • 17:30 | Max Shramchenko – Infrastructure (Companhia de Saneamento Básico do Estado de São Paulo)
  • 26:30 | James Rodda – Technology (Oracle Corp)
  • 35:00 | John Stavliotis – Emerging Markets (Globant SA)

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

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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.

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