Tag: Video
[In Brief] Why Antipodes has been building exposure to energy and commodity stocks
A short video update covering Antipodes views on the energy and commodity sectors amid the current global uncertainty, along with the longer term outlook for the sectors.
[In Brief] Putin’s war: markets, stagflation and portfolio positioning
A short video update from Alison Savas and James Rodda regarding the war in Ukraine.
[In Brief] The repricing of risk in global equities
In this short video update, Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.
AGX1 Webinar: Outlook for global equities in 2022 and beyond
Jacob Mitchell provides insights into the AGX1 portfolio and discusses the outlook for global equities in 2022 and beyond.
ASX Investor Day: Pragmatic value and the decarbonation investment cycle
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.
Pinnacle Investment Summit 2021: Listed funds – the road ahead
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.
Jacob Mitchell: Where will all the stimulus go?
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.
Pinnacle Insight Series: Alison Savas – where to for Global Markets?
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.
Webinar: Why 2021 is the time to invest in Asian equities
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.
Quarterly Review Webinar: Q4 2020
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.