Tag: Video

Why the US will struggle to deal with a COVID-19 recession
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.Â

Junk bond market tail risk and the companies to be hit hardest
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.

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

Growth traps: Why investors should be wary
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.

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.