Tag: Podcast
In conversation with Ian Harnett | Can the west sidestep recession?
In this podcast episode, Alison Savas is joined by Ian Harnett, the founder and chief investment strategist of Absolute Strategy Research.
Examining China’s rocky recovery
In this podcast episode, John Stavliotis and Alison Savas explain why investors should hold the line on China and discuss three Chinese stocks to watch.
The Fed pivot looms, but what will it mean for global equities?
Alison Savas and Jacob Mitchell discuss the state of global equity markets following Q1 2023, along with three investment ideas to help navigate the complex market and macro environment.
Your Wealth: Alison Savas Interview
In this interview with Gemma Dale, Alison Savas discusses Antipodes’ views on what investors should be looking for in global stock markets over the next decade.
Life after Silicon Valley Bank & Credit Suisse
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge.
Siemens Energy CEO, Dr Christian Bruch on the energy transition
In this podcast episode, Alison Savas is joined by Siemens Energy CEO, Dr Christian Bruch to discuss the global energy transition and role Siemens Energy is playing.
The great earnings cycle divide & examining the case for gold
Alison Savas and Rameez Sadikot discuss the state of global equity markets following Q4 2022, the investment case for gold and portfolio holding, Newcrest Mining.
Sector-specific outlooks for 2023
In this special podcast episode Alison Savas goes ‘around the grounds’ within our investment team to provide you sector-specific outlooks for 2023.
Investing in Emerging Markets
In this podcast episode Alison Savas and Antipodes’ Emerging Markets portfolio manager John Stavliotis discuss the key opportunities and risks we see across emerging economies.
Navigating geopolitical tensions and economic uncertainty
In this podcast episode, Alison Savas discusses the outlook for global equities and provide an update on Antipodes’ portfolio positioning at the end of Q3 2022.