Tag: Podcast
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
Alison Savas invites Antipodes’ Sector Portfolio Managers to discuss their outlook for 2025.
US election aftermath: Stocks to watch & how will the Fed react in 2025?
Alison Savas speaks to Rameez Sadikot in the aftermath of the 2024 US Presidential election.
Policy, Politics & Potential: China insights with John Garnaut
Alison Savas in conversation with China expert, John Garnaut.
Trump vs Harris: How markets will respond to the US Presidential election outcome
The investment implications of the 2024 United States Presidential Election.
Ian Harnett: Very unusual earnings concentration in US markets
Macro and market views with Ian Harnett from Absolute Strategy Research.
If the next move for rates is down should investors bother with banks?
In this podcast episode, Alison Savas is joined by Portfolio Manager James Rodda to discuss investing in global financials.
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
In this podcast episode, Alison Savas is joined by Portfolio Manager John Stavliotis.
Investing in a higher for longer world: tech, commodities, or both?
In this episode Alison Savas is joined by Portfolio Manager Graham Hay.
Interview with Martin Daum, CEO of Daimler Truck
This podcast episodes takes listeners inside the world’s largest truck manufacturer.
Winners and losers in the auto industry
Alison Savas and Andy Gibson discuss the state of play in the global auto industry.