Tag: Video

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.

Client Portfolio Manager Alison Savas discusses Antipodes outlook for the performance of key markets such as the US, China and Europe.

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…

Antipodes’ Chief Investment Officer, Jacob Mitchell, presents: Investing in the age of populism.

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. .

Owning US equities vs other global markets has been a highly profitable position for the past 18 months. Jacob Mitchell from Antipodes believes that trade tariffs have been a catalyst for unsustainable levels of inventory build in the US and that disappointing economic data in 2019 could be a catalyst for a significant sell-off.

One of the most popular sectors globally for investors has been US technology stocks. Software as a Service (SaaS) firms have been trading on multiples of sales, not earnings, as investors factor in exponential growth rates into the future.

Senior Investment Analyst, Chris Connelly, hosts a webinar to discuss the value opportunity that General Electric represents.

https://www.youtube.com/watch?v=QsHT7Lh62vA

Register for the Pinnacle Investment Summit 2021 to hear the latest insights and views from the Antipodes team.