Tag: Video

A short video update from Alison Savas and James Rodda regarding the war in Ukraine.

In this short video update, Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.

Jacob Mitchell provides insights into the AGX1 portfolio and discusses the outlook for global equities in 2022 and beyond.

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

In these panel sessions, Antipodes Managing Director, Andrew Findlay puts the opportunities and challenges facing Listed Investment Companies and ETFs under the microscope and speaks about the listed investment opportunities offered by Antipodes.

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.