Tag: News

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.

Future Generation Meet the Manager: Jacob Mitchell Interview
Jacob Mitchell discusses Antipodes’ investment process and the team’s views on equity markets, in a Q&A with Future Generation.

Livewire: Norwegian metal-maker Norsk Hydro has a bright (and “green”) future, says Antipodes
This Livewire Markets article provides an insight into the Aluminium market and one of the world’s largest aluminium producers.

Citywire: Four managers on the stock that has recently won their heart
With Valentine’s Day around the corner, several leading investors reflect on the investments that have stolen their hearts in recent times.

Firstlinks: Jacob Mitchell on his biggest investing lessons
As a guest on the Wealth of Experience podcast, Jacob Mitchell was interviewed by Firstlinks Managing Director, Graham Hand. Jacob discussed Antipodes’ investment approach and views on markets and the economy.