Tag: Podcast
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.
Challenging the inflation consensus
We’d argue many portfolios are poorly positioned for higher inflation over the longer-term, yet there are major socio-macroeconomic shifts that could indeed see inflation skewed higher for longer. Listen to our latest podcast episode or read our analysis on the outlook for inflation.
Slowly, but surely – the emergence of new market leaders
Q1 2021 market update: An overview of Antipodes’ portfolio positioning and the investment team’s views on stimulus, bond yields and the continuation of the rotation into low multiple stocks
Investing in EVs: Tesla, VW and the race to dominate
As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. Tesla, Volkswagen and the evolution of the EV market is discussed in this episode on the Good Value Podcast.