Tag: Video
Challenging the consensus: Is the world becoming Japan?
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.
Siemens: Quality and growth, without the headlines
Andrew Gibson, Senior Investment Analyst, takes a closer look at how digital technology can help Siemens grow without being dependent upon the economic cycle.
Webinar: Is the world becoming Japan?
In this webinar Jacob Mitchell discusses the Japanese economy and what global equity investors can learn from Japan’s decade of low rates and perceived economic stagnation.
Jacob Mitchell: Lessons from the Global Financial Crisis
You got to have appropriate focus as an investor. 80% of your time should be spent on identifying those companies, 20% thinking about macro and tail risks.
How investors can benefit from the Antipodes LIC and active-ETF
In this video, Antipodes Partners Managing Director, Andrew Findlay, speaks about the listed investment opportunities offered by Antipodes and how they can help investors achieve their objectives.
Jacob Mitchell: Are global economic tailwinds becoming headwinds?
In this video Portfolio Manager, Jacob Mitchell, outlines how Antipodes’ is avoiding impending macroeconomic risks and discovering quality investments in less obvious parts of the market.
Webinar: Can the US economy accelerate without the tailwind of stimulus?
Client Portfolio Manager Alison Savas discusses Antipodes outlook for the performance of key markets such as the US, China and Europe.
Webinar: Beware of paying up for growth when headwinds are compounding
Client Portfolio Manager, Alison Savas hosts a webinar to discuss “What global equity risks from 2018 are still evident today?”. What are the global clusters / sectors to…
Global equities: The ‘known unknowns and unknown unknown’
Antipodes’ Chief Investment Officer, Jacob Mitchell, presents: Investing in the age of populism.
General Electric: Is it ready for redemption?
Today, stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area and engine technology is a key enabler of this growth because it drives efficiency and therefore feeds into the affordability of air travel. .