Tag: Video

In this Livewire Markets interview, Jacob Mitchell discusses his views on investor behaviour in current markets, US stimulus, rising bond yields and details major longer-term investment themes Antipodes is building exposure to.

Watch on demand: During the Pinnacle Insight Series 2021, Alison Savas discusses Antipodes’ views on the direction of global markets and where the greatest investment opportunities and risk lie.

In this webinar, Antipodes Asia Fund co-portfolio manager, Sunny Bangia outlines why now is a good time to invest in Asia and explains Antipodes current positioning and outlook for the region.

Watch on demand: Alison Savas and Sunny Bangia discuss Antipodes’ outlook for global markets in 2021 and review the major market moves and events that shaped Q4, 2020.

Decarbonisation in Europe is a significant investment theme and we think investors should be thinking about how to position portfolios for what is a very long term cycle. Currently Antipodes’ portfolios have roughly a 12.5% exposure to this cycle.

In this 15 minute presentation at the Pinnacle 2020 Virtual Summit, Jacob Mitchell shares insights into Antipodes’ current approach to global investing and highlights 3 key investment themes offering compelling opportunities.

We’ve witnessed dramatic fiscal and monetary responses to the COVID-19 pandemic. Now we must look at how that stimulus is likely to evolve and consider the longer-term outlook for stock markets in this context.

The oil sell off has largely been at the front end of the futures curve with little change in long term price expectations. In this article, the Antipodes team examines oil supply, demand and the impacts of COVID-19.

COVID-19 webinar series: In this highlight, Antipodes provides views on why we believe Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.

COVID-19 webinar series: In this highlight, Antipodes explain why Alibaba is at the centre of the new retail phenomenon in China.