Article

The potential bargains to be found in the UK

UK equities are pricing in a much more pessimistic economic outlook than we believe is likely, and there are opportunities to be found in domestically focused businesses and multinationals.
  • 4 min
  • By Alison Savas

Be mindful of the market cycle shuffle

The global equity index has risen 5% this year – but performance at the headline level masks the concentration in markets.
  • 7 min
  • By Alison Savas

The UK anomaly: Why you need exposure to British stocks

At around 11x times forward earnings, by developed world standards, UK equities appear attractively priced. 
  • 6 min

Good Value Briefing | The perils of a narrow stock market rally

We’ve had the FAANGs, the MAGMA stocks, and now it’s the so-called Magnificent 7 – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla.
  • 6 min

The multinationals you may have never heard of

As geopolitical tensions continue to heat up, incentives seem skewed towards the emergence of a more multipolar world. For China, a strategy to align with the developing world (46% of global GDP and 86% of population) provides a significant demand base for its emerging multinational champions to thrive and advance the evolution from ‘Made in China’ by foreign companies to ‘Made by China’.
  • 9 min

Good Value Briefing | China’s recovery and long-term growth prospects

There’s no denying China’s re-opening revival has lost some of its initial steam.
  • 6 min

Now available on the ASX: the Antipodes Global SMID Active ETF (ASX:MIDS)

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