Tag: Article
Investment News NZ: Welcome to the ‘60s: how populism could disrupt the low-rate groove
Antipodes founder, Jacob Mitchell, told an Implemented Investment Solutions roadshow that the 1960s featured a rising tide of populism that set the stage for fiscal-fueled growth – and inflation.
Yahoo Finance: 3 reasons Microsoft offers ‘pragmatic value’
James Rodda explains why Antipodes believes Microsoft offers investors ‘pragmatic value’ in this article for Yahoo Finance.
Australian Financial Review: ‘Worst case scenario’ over for the banks
“I think that the worst case scenario has been taken out of the banking sector – there will still be some mortgage growth,” says Antipodes portfolio manager Sunny Bangia.
Gilead Sciences: Value within the global healthcare sector
Within the sector we like biotechnology leader Gilead Sciences for its historically high market share in HIV treatments and promising new targets emerging in the pipeline.
Qualcomm: Moving forward with multiple ways of winning
Mobile connectivity positions such as Qualcomm currently comprise ~5% of the Antipodes Global Fund, with our position in the latter building steadily since mid-2017.
Australian Financial Review: Antipodes says disruptors distract from main tech game
Investors should not get become distracted by “disruptor” technology stocks, says Jacob Mitchell, Founder and Chief Investment Officer at Antipodes Partners, who believes that incumbents remain the strongest investment options.
Good Value Briefing | Moscow compounds gas woes as winter power crunch looms
A fortnightly update to investors.
Good Value Briefing | China’s steel mills and Biden’s stimulus bills
A fortnightly update to investors.