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.
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.
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.
Good Value Briefing | A turning point in one of the world’s most closely watched markets
China has been one of the most discussed topics during our meeting with clients and investors over the past few years. And it’s easy to understand why.
Good Value Briefing | Investing amid weak sentiment and high tensions
Key points: Geopolitical tensions have escalated as the US seeks to restrict China’s access more broadly to leading edge technology. Antipodes is considering global vulnerabilities should China choose to retaliate. The QE-led/long duration regime is transitioning to a regime that will focus on fiscal stimulus around decarbonisation, infrastructure and security to support economic activity. Earnings… Read more »
Good Value Briefing | A hot US inflation report as Europe seeks alternative energy support
Key points for your clients: A worse than expected US inflation print surprised the market. Antipodes believes that inflation will fall but remain elevated as it’s driven by supply side issues. Relative to inflation, US equity indices still look pricey. Antipodes believes the European energy situation is one of the most critical factors for global… Read more »