Tag: Article

Good Value Briefing | Could Korean equities match Japan’s record stock market rally?

Korean regulators look like they may be following the path carved by Japan with the recent announcement of their Value Up program of corporate reform.

04 Apr 2024 By Alison Savas 6 min

Good Value Briefing | Goldilocks: perhaps a fairy-tale, but markets still present opportunities

Investors could well be disappointed by the pace of monetary loosening in the US, yet there are some opportunities among global cyclicals.

28 Feb 2024 By Alison Savas By Alison Savas 6 min 6 min

Keeping an open mind on interest rates

Investors should take a flexible approach to the outlook for US interest rates given they may remain higher for longer than anticipated.

14 Mar 2024 By Alison Savas By Alison Savas 3 min 3 min

Be mindful of the market cycle shuffle

Every market cycle sees a reshuffling of previous winners due to new investment cycles and disruptive technologies. Is today’s market ready to reshuffle?

08 Nov 2023 By Alison Savas By Alison Savas 7 min 7 min

The multinationals you may have never heard of

For China, a strategy to align with the developing world provides a significant demand base for its emerging multinational champions you may have never heard of.

20 Jul 2023 By John Stavliotis By John Stavliotis 9 min 9 min

White paper: Australian banks, a matter of trust

This White Paper outlines Antipodes’ thesis on why we think Australian bank shareholders are vulnerable.

18 May 2023 By Antipodes 12 min

AFR: Jacob Mitchell says these stocks will beat tech blue chips

In this article published in the Australian Financial Review, Jacob Mitchell discusses how Antipodes investment team is positioning portfolios amid a more volatile market environment.

28 Jul 2022 6 min

Wealth DFM: US gas opportunity emerges after decades of decay

In this article published in Wealth DFM Magazine Jacob Mitchell looks at the emerging opportunities in the US gas sector.

31 May 2022 4 min

The investment case for Sanofi

In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).

10 Feb 2022 By Dr Nick Cameron By Dr Nick Cameron 9 min 9 min

Good Value Investing | HOPE is an acronym, not a strategy

As we move into the new year, we have the US Federal Reserve trying to stick the perfect landing, Europe teetering on the edge of recession and China managing its exit out of COVID-zero – the new era of fiscal activism will drive greater volatility in the economic cycle, weighing on equity multiples.

28 Feb 2023