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.
Key times:
- 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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All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Emerging Markets (Managed Fund) (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.
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