Tag: Article

Jacob Mitchell explains why it’s more important than ever for investors to maintain a value-style exposure in their investment portfolios.

In this article written for The Australian Financial Review, Jacob Mitchell discusses the perils of buying stocks trading on excessive multiples.

Despite a global pandemic that has been sending shock waves through economies, market cap concentration has surpassed previous historical highs seen during the dot-com bubble. Could this be signalling a turning point?

Finding attractive value in one of the world’s biggest companies might seem unusual for a value investor and to many Microsoft may seem expensive.

However, we’d argue that the rerating is justified.

In this article, Sunny Bangia provides in-depth analysis on Alibaba and JD.com, two companies at the forefront on the new retail revolution underway in China.

The auto sector frequently graces the headlines for all the wrong reasons, but a company we believe provides a compelling investment opportunity is Honda.

Jacob Mitchell outlines why Antipodes believes pharmaceutical giant Merck offers investors exposures to defensive growth and quality attributes, at a highly attractive price.

Ultimately, we believe it is inevitable that countries will seek to generate growth through fiscal stimulus. What will this mean for bonds and bond-like equities which have now grown to account for more than 40% of the global market cap?

In a ‘zero-growth’ environment, one would expect investors to chase yield. But this is not happening. If this was the case, investors would be crowding into high dividend yielding stocks like European banks. They’re not.

In this article for Investor Daily, TMT sector head James Rodda explains why Antipodes believes Microsoft has a strong structural advantage, placing it ahead of competitors.