Tag: Video

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.

COVID-19 webinar series: During the Antipodes March webinar, focussing on the investment implications of the spread of COVID-19, Jacob Mitchell discusses how Antipodes views companies and sectors during a market crisis.

COVID-19 webinar series: Jacob Mitchell explains why the US will struggle to deal with the stimulus it needs to offset the credit crunch and solvency risk resulting from the impacts of the spread of COVID-19. 

COVID-19 webinar series: Jacob Mitchell explains that unlike the GFC, banks have approached the COVID-19 economic downturn with sound balance sheets. Much of the junk bond market tail risk lies in institutional and retail balance sheets.

COVID-19 webinar series: Jacob Mitchell outlines three unknowns which Antipodes believes will ultimately determine the severity of the developing economic downturn.

In this video, Jacob Mitchell explains why investors must be cautious about growth traps, along with value traps, as multiple dispersion widens across all sectors.

Is the world becoming Japan? It’s a question many investors are asking with interest rates falling to all-time lows across the world and real growth expectations collapsing.