Tag: Video

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.

COVID-19 webinar series: Sunny Bangia outlines why Antipodes believes there’s a positive outlook for growth in the Chinese e-commerce sector.

COVID-19 webinar series: Jacob Mitchell explains some key factors the Antipodes team is considering when looking towards the COVID-19 recovery phase.

COVID-19 webinar series: Dr Nick Cameron outlines how Antipodes identifies compelling investment opportunities within the global healthcare space.

COVID-19 webinar series: Dr Nick Cameron outlines a key healthcare metric that could determine the duration of COVID-19 lockdowns across the globe.