Tag: Podcast
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.
Has the worst case scenario for stock markets been averted?
Alison Savas is joined by Jacob Mitchell in this Q4 2023 market update.
2024 outlooks for 5 key sectors
In our final podcast episode for 2023, Alison Savas is joined by all Antipodes’ Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, along wth one stock or part of the market they believe investors should avoid.
A turning point for Brazilian stocks?
The backdrop for investing in Brazil is changing – fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair.
Global oil market dynamics amid geopolitical instability
This quarterly market update delves into how recent geopolitical instability is impacting the global oil market.
Building a more energy efficient future
In this episode of the Good Value podcast Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO).