Tag: News
The Pitch: Emerging Markets Q&A with John Stavliotis
In a three-part video series, John Stavliotis shares insights into Antipodes’ approach to emerging markets investing.
AFR: Antipodes’ Ross says short-term wealth hinges on US election
An interview with Antipodes’ portfolio manager Vihari Ross, published in The Australian Financial Review in November 2024.
The Wealth Show interview with Alison Savas
This podcast Citywire interview with Alison Savas highlights the Aussie managers going big on Europe and China.
Livewire: The ‘Moneyball’ approach to picking stocks and 8 that make the team
In this Livewire Markets article Antipodes Partners’ portfolio manager, Vihari Ross shares her rational and open view to investing and finding high-quality value picks.
Morningstar: Where in the world to find value right now
In this interview with Morningstar Australia, Jacob Mitchell shares insights into investment opportunities in the energy transition, emerging markets, and the US. He also discusses Australian banks.
AFR: Why global banks are better value than the ASX’s big four
In an interview with the Australian Financial Review, Jacob Mitchell shared Antipodes’ views on some of the key topics currently facing global equities investors.
Livewire: An “unloved” US stock that’s tipped to rebound
This Livewire Markets article featuring Antipodes Partners’ Nick Cameron looks at big pharma stock Merck & Co.
Citywire: Five fund managers go bargain hunting in the US
In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.
Citywire: Three pockets of value able to withstand uncertainty
In this article, published on Citywire, Jacob Mitchell explains how the Antipodes team is uncovering long-term secular trends at attractive valuations.
Livewire: China v US: Where should you put your money?
This Livewire Markets article featuring Antipodes’ Jacob Mitchell provides insights into China and US markets and where investors should put their money.