Tag: Podcast

At around 11x times forward earnings, UK equities are the cheapest in the developed world. Alison Savas and James Rodda discuss the opportunities this presents for investors.

In this quarterly update episode, Alison Savas and Rameez Sadikot discuss what the narrow performance in equities really means, along with how the macro backdrop could impact markets into the third quarter of 2023.

In this podcast episode, Alison Savas is joined by Ian Harnett, the founder and chief investment strategist of Absolute Strategy Research.

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.

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.

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.

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.

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.

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.

In this special podcast episode Alison Savas goes ‘around the grounds’ within our investment team to provide you sector-specific outlooks for 2023.