Tag: Video

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.

Andrew Gibson, Senior Investment Analyst, takes a closer look at how digital technology can help Siemens grow without being dependent upon the economic cycle.

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.

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.

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.