In this new episode, Alison Savas (Antipodes’ Director of Investments), is joined by Rameez Sadikot (Portfolio Manager and head of Antipodes Quant, Macro and Currency).
In part one, Alison and Rameez discuss the state of global equity markets, including the earnings downgrade cycle divide between the US, and China and Europe, and why investors should be wary of bear market rallies.
In the second half of this episode, the focus turns to gold. After a lacklustre performance through most of 2022, investors are once again beginning to pay attention to gold. Alison and Rameez share Antipodes’ views and due diligence, along with the investment case for Australian gold mining giant, Newcrest Mining (ASX: NCM)*, which itself is in the headlines. The recent bid from US mining giant Newmont shows Antipodes isn’t alone in identifying value in the company.
- Part 1 – State of the markets (1:00 – 15:00)
- Part 2 – The investment case for gold (15:00 – 27:00)
- Part 3 – Examining Newcrest Mining (ASX: NCM)* (27:00 – 30:00).
*Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
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