Tag: Podcast

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.

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.

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.

In this podcast episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to shorting and examine a recent short position in the Antipodes Global Fund. 

In this podcast episode, Alison Savas is joined by Dr Michael Müller, Chief Financial Officer of RWE (ETR:RWE) to discuss Europe’s energy crisis, decarbonisation and RWE’s operations.

In this quarterly market update on the Good Value Podcast, Jacob Mitchell and Alison Savas discuss the state of equity markets in Q2 2022 and Antipodes’ portfolio positioning.