Tag: Podcast
Omicron: The facts that matter for global investors
Just as the global economy started hitting its reopening stride, Omicron has seen uncertainty return. In this new Good Value podcast episode Dr Nick Cameron and Alison Savas discuss the Omicron threat and two key healthcare positions in Antipodes’ global portfolios.
Why we’re adding exposure to the natural gas sector
As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.
Equity Mates: What is pragmatic value?
Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.
Our analysis of three key topics dominating global equity markets
Inflation, the power crunch, and China’s economy are issues that reverberated during Q3 2021 and continue to present a complex backdrop for global equity investors. These topics, and a new portfolio addition, are discussed in this podcast episode.
ESG: Driving change and generating alpha
The focus on investing through an ESG lens has intensified. But it’s not as simple as buying stocks with ‘green credentials’, or divesting exposure to carbon or stocks that score poorly on backward-looking metrics.
Value across the market spectrum
Listen to our latest podcast episode in which Alison Savas and James Rodda discuss Antipodes’ approach to uncovering value in all corners of the market – even big tech.
Hype abated, but the cycle is yet to run its course
While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.
Podcast: Investing in semiconductors
In this episode on the Good Value podcast, Alison Savas and Graham Hay discuss Antipodes’ exposure to semiconductor manufacturers. Semiconductors are critical for big tech and next generation technology, yet the global market is dominated by just two companies.
Podcast: Why investors can’t ignore decarbonisation
In the final Good Value podcast episode for 2020, Alison Savas and Graham Hay discuss decarbonisation – a theme we think will be one of the most important for investors in the coming decade and beyond.
China: Looking beyond the old favourites
In this episode on the Good Value Podcast, Sunny Bangia and Alison Savas explain how Antipodes is investing in China and discuss a number of attractively priced stocks, with strong long-term growth profiles.