Tag: Video

Video

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.

29 May 2019

Video

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…

30 Apr 2019

Video

Global equities: The ‘known unknowns and unknown unknown’

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

28 Feb 2019

Video

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. .

09 Nov 2018

Video

Shorting US equities: Is it time?

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.

11 Nov 2018

Video

Tech stocks: A wake-up call for technology investors

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.

02 Nov 2018