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. 

30 Mar 2020 By Antipodes 3 min

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.

29 Mar 2020 By Antipodes 3 min

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.

28 Mar 2020 By Antipodes 3 min

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.

20 Feb 2020 By Jacob Mitchell, Chief Investment Officer 3 min

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.

06 Jan 2020 By Jacob Mitchell, Antipodes Founder, CIO and Lead Portfolio Manager 7 min

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.

15 Oct 2019 By Andrew Gibson, Antipodes Senior Investment Analyst 7 min

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.

30 Oct 2019

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.

14 Oct 2019 By Jacob Mitchell, Antipodes Chief Investment Officer 3 min

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.

23 Aug 2019

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.

22 Aug 2019