Tag: Podcast
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.
Podcast: US election – two pathways, one destination
Antipodes believes all roads lead to a cyclical global economic recovery, however there are some more immediate implications of Democratic or Republican election success.
Podcast: The pathway to COVID-19 vaccination
A COVID-19 vaccine breakthrough would have a material impact on global stock markets, so will we see a vaccine in 2021? One of the world’s leading experts in vaccine development believes it’s more than likely.
Good Value Briefing | Here’s what we think about inflation
A fortnightly update to investors.