In this presentation, Jacob Mitchell shares key market and macro perspectives from the Antipodes Investment Team.
A summary of the investment case for pharmaceutical and medical device company, Alcon AG.
Alison Savas interviews Antipodes’ senior trader, Steve Sevier.
Alison Savas and Jacob Mitchell discuss Antipodes portfolio positioning and key market trends.
Vihari Ross and Sam Kazacos provide a quarterly market update.
Alison Savas invites Antipodes’ Sector Portfolio Managers to discuss their outlook for 2025.
Alison Savas speaks to Rameez Sadikot in the aftermath of the 2024 US Presidential election.
A summary of the investment case for Alphabet Inc.
An interview with Jacob Mitchell on Livewire Markets.
Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths.
Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.
In a three-part video series, John Stavliotis shares insights into Antipodes’ approach to emerging markets investing.
Antipodes Portfolio Manager Vihari Ross takes the audience on a journey through the airline industry, focusing on Airbus (EPA:AIR), at the 2024 Sohn Hearts & Minds Conference.
An interview with Antipodes’ portfolio manager Vihari Ross, published in The Australian Financial Review in November 2024.
Gordon Ip (Portfolio Manager, Antipodes Asia Income Fund) joins Jonathan Wu (Investment Director – Asia) providing an overview of the Antipodes Asia Income Fund.
Anna Ho (Head of Credit Research and Strategy) joins Jonathan Wu (Investment Director – Asia) covering insights on the property market in China, and a portfolio update on the Antipodes Asia Income Fund.
Alison Savas in conversation with China expert, John Garnaut.
Vihari Ross and Sam Kazacos provide a quarterly market update.
Max Shramchenko outlines the investment case for Ventas Inc (NYSE: VTR).
The investment implications of the 2024 United States Presidential Election.
Macro and market views with Ian Harnett from Absolute Strategy Research.
James Rodda outlines the investment case for Capital One Financial Corp.
In this Big Picture presentation, Jacob Mitchell explains how intellectual property investment is driving the current investment cycle.
In this presentation, Vihari Ross discusses Antipodes Pragmatic Value approach to investing.
In this podcast episode, Alison Savas is joined by Portfolio Manager James Rodda to discuss investing in global financials.
Vihari Ross and Sam Kazacos provide a quarterly market update.
In this podcast episode, Alison Savas is joined by Portfolio Manager John Stavliotis.
John Stavliotis highlights the opportunity to invest in companies that will benefit from the modernisation of China’s power grid. A key exposure to this structural growth trend is Antipodes investment in NARI Technology Co Ltd.
In this episode Alison Savas is joined by Portfolio Manager Graham Hay.
This paper introduces Global Credit investing, highlighting its attractive risk/return profile, diversification, and liquidity benefits. We also outline why Global Credit should be a core component of any investor’s portfolio asset allocation.
This podcast episodes takes listeners inside the world’s largest truck manufacturer.
This paper introduces Global Credit investing, highlighting its attractive risk/return profile, diversification, and liquidity benefits. We also outline why Global Credit should be a core component of any investor’s portfolio asset allocation.
Investors should take a flexible approach to the outlook for US interest rates given they may remain higher for longer than anticipated.
Every market cycle sees a reshuffling of previous winners due to new investment cycles and disruptive technologies. Is today’s market ready to reshuffle?
For China, a strategy to align with the developing world provides a significant demand base for its emerging multinational champions you may have never heard of.
In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).
Uncertainty is never good for short-term sentiment, but for the long-term investor, it can often present buying opportunities. This is the case when it comes to Chinese equities today, writes Sunny Bangia.
Tencent is a digital empire that is embedded in the everyday life of the Chinese consumer. In this article we examine the company’s growth, it’s valuation and how it’s positioned to weather regulatory risk and other short term uncertainty.
Tencent is a digital empire that is embedded in the everyday life of the Chinese consumer. In this article we examine the company’s growth, it’s valuation and how it’s positioned to weather regulatory risk and other short term uncertainty.
Exposure to Asia can no longer be ignored. Continued strong economic growth, even in the face of severe stress-tests, leaves the region positioned for its much-anticipated period of market leadership. Sunny Bangia explains 3 key drivers of regional growth and how Antipodes is providing exposure.
In this article, Owen Scarrott examines Norsk Hydro – a low-cost and low-carbon producer of aluminium. It is one of the key decarbonisation beneficiaries in Antipodes’ portfolio.
In this white paper, Alison Savas, outlines the central case and key catalysts for a regime change in markets – where investors turn from growth to value.
Could the current market pessimism surrounding financials present a unique investment opportunity? In this article, Vinayak Muralidharan analyses the investment case for one US retail bank with significant embedded value.
Jacob Mitchell explains why it’s more important than ever for investors to maintain a value-style exposure in their investment portfolios.
We’ve witnessed dramatic fiscal and monetary responses to the COVID-19 pandemic. Now we must look at how that stimulus is likely to evolve and consider the longer-term outlook for stock markets in this context.
The oil sell off has largely been at the front end of the futures curve with little change in long term price expectations. In this article, the Antipodes team examines oil supply, demand and the impacts of COVID-19.
COVID-19 webinar series: In this highlight, Antipodes provides views on why we believe Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.
In this presentation, Jacob Mitchell shares key market and macro perspectives from the Antipodes Investment Team.
An interview with Jacob Mitchell on Livewire Markets.
Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths.
Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.
In a three-part video series, John Stavliotis shares insights into Antipodes’ approach to emerging markets investing.
In this Livewire Markets article Antipodes Partners’ portfolio manager, Vihari Ross shares her rational and open view to investing and finding high-quality value picks.
In this interview with Morningstar Australia, Jacob Mitchell shares insights into investment opportunities in the energy transition, emerging markets, and the US. He also discusses Australian banks.
In an interview with the Australian Financial Review, Jacob Mitchell shared Antipodes’ views on some of the key topics currently facing global equities investors.
In this article published in Wealth DFM Magazine Jacob Mitchell looks at the emerging opportunities in the US gas sector.
In this article, published on Citywire, Jacob Mitchell explains how the Antipodes team is uncovering long-term secular trends at attractive valuations.
This Livewire Markets article featuring Antipodes’ Jacob Mitchell provides insights into China and US markets and where investors should put their money.
Alison Savas interviews Antipodes’ senior trader, Steve Sevier.
Alison Savas and Jacob Mitchell discuss Antipodes portfolio positioning and key market trends.
Alison Savas invites Antipodes’ Sector Portfolio Managers to discuss their outlook for 2025.
Alison Savas speaks to Rameez Sadikot in the aftermath of the 2024 US Presidential election.
Alison Savas in conversation with China expert, John Garnaut.
The investment implications of the 2024 United States Presidential Election.
Macro and market views with Ian Harnett from Absolute Strategy Research.
In this podcast episode, Alison Savas is joined by Portfolio Manager James Rodda to discuss investing in global financials.
In this podcast episode, Alison Savas is joined by Portfolio Manager John Stavliotis.
In this episode Alison Savas is joined by Portfolio Manager Graham Hay.
This podcast episodes takes listeners inside the world’s largest truck manufacturer.
Alison Savas and Andy Gibson discuss the state of play in the global auto industry.
Alison Savas is joined by Jacob Mitchell in this Q4 2023 market update.
In our final podcast episode for 2023, Alison Savas is joined by all Antipodes’ Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, along wth one stock or part of the market they believe investors should avoid.
The backdrop for investing in Brazil is changing – fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair.
This quarterly market update delves into how recent geopolitical instability is impacting the global oil market.
In this episode of the Good Value podcast Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO).
At around 11x times forward earnings, UK equities are the cheapest in the developed world. Alison Savas and James Rodda discuss the opportunities this presents for investors.
In this quarterly update episode, Alison Savas and Rameez Sadikot discuss what the narrow performance in equities really means, along with how the macro backdrop could impact markets into the third quarter of 2023.
In this podcast episode, Alison Savas is joined by Ian Harnett, the founder and chief investment strategist of Absolute Strategy Research.
In this podcast episode, John Stavliotis and Alison Savas explain why investors should hold the line on China and discuss three Chinese stocks to watch.
Alison Savas and Jacob Mitchell discuss the state of global equity markets following Q1 2023, along with three investment ideas to help navigate the complex market and macro environment.
In this interview with Gemma Dale, Alison Savas discusses Antipodes’ views on what investors should be looking for in global stock markets over the next decade.
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge.
In this podcast episode, Alison Savas is joined by Siemens Energy CEO, Dr Christian Bruch to discuss the global energy transition and role Siemens Energy is playing.
In this presentation, Jacob Mitchell shares key market and macro perspectives from the Antipodes Investment Team.
Video
Podcast
News
Article
Antipodes Magnified: Alcon AG (SWX: ALC)
A summary of the investment case for pharmaceutical and medical device company, Alcon AG.
Antipodes Magnified: Quarterly Update (Q4 2024)
Vihari Ross and Sam Kazacos provide a quarterly market update.
Antipodes Magnified: Alphabet Inc. (NASDAQ: GOOGL)
A summary of the investment case for Alphabet Inc.
Buy, Hold or Sell: 5 Stocks with controversial leaders
An interview with Jacob Mitchell on Livewire Markets.
Vihari Ross presents at Sohn Hearts & Minds 2024
Antipodes Portfolio Manager Vihari Ross takes the audience on a journey through the airline industry, focusing on Airbus (EPA:AIR), at the 2024 Sohn Hearts & Minds Conference.
Antipodes Asia Insight Series – Update with Gordon Ip, Portfolio Manager Antipodes Asia Income Fund
Gordon Ip (Portfolio Manager, Antipodes Asia Income Fund) joins Jonathan Wu (Investment Director – Asia) providing an overview of the Antipodes Asia Income Fund.
Antipodes Asia Insight Series – Update with Anna Ho, Head of Credit Research and Strategy
Anna Ho (Head of Credit Research and Strategy) joins Jonathan Wu (Investment Director – Asia) covering insights on the property market in China, and a portfolio update on the Antipodes Asia Income Fund.
Antipodes Magnified: Quarterly Update (Q3 2024)
Vihari Ross and Sam Kazacos provide a quarterly market update.
Antipodes Magnified: Ventas Inc (NYSE: VTR)
Max Shramchenko outlines the investment case for Ventas Inc (NYSE: VTR).
Antipodes Magnified: Capital One Financial (NYSE: COF)
James Rodda outlines the investment case for Capital One Financial Corp.
Jacob Mitchell at the 2024 Pinnacle Investment Summit
In this Big Picture presentation, Jacob Mitchell explains how intellectual property investment is driving the current investment cycle.
Vihari Ross at the 2024 Pinnacle Investment Summit
In this presentation, Vihari Ross discusses Antipodes Pragmatic Value approach to investing.
Antipodes Magnified: Quarterly Update (Q2 2024)
Vihari Ross and Sam Kazacos provide a quarterly market update.
Antipodes Magnified: Investing in China’s Power Grid
John Stavliotis highlights the opportunity to invest in companies that will benefit from the modernisation of China’s power grid. A key exposure to this structural growth trend is Antipodes investment in NARI Technology Co Ltd.
Antipodes Asia Income Fund: Emerging Market Debt Update
Gordon Ip (Co Chief Investment Officer – Fixed Income) joins Jonathan Wu (Investment Director – Asia) providing insights into the Asia credit market and an overview of the Antipodes Asia Income Fund.
Antipodes Magnified: Quarterly Update (Q1 2024)
Antipodes quarterly video update featuring Portfolio Manager Vihari Ross and Investment Specialist Sam Kazacos.
Vihari Ross at the 2024 Pinnacle Insights Series
Vihari Ross outlines Antipodes portfolio positioning and shares perspectives on the outlook for global equities in 2024.
Jacob Mitchell at the Pinnacle Investment Summit 2023
Watch a replay of Jacob Mitchell’s presentation at the Pinnacle Investment Summit, in September, 2023.
John Stavliotis at Pinnacle Summit Series 2023: The Boutique Edge
Antipodes Portfolio Manager, John Stavliotis uncovers the structural and cyclical opportunities in emerging markets and Antipodes’ pragmatic value approach to investing.
Meet the Manager: Jacob Mitchell Presentation
Jacob Mitchell discusses the outlook for global equities and Antipodes’ portfolio positioning in this presentation at the Morningstar Investment Conference.
Jacob Mitchell at Pinnacle Insights Live 2023: Global Equities
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell discusses a fundamentally different regime for global equities in 2023.
[In Brief] Identifying short positions
In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.
Jacob Mitchell at the Pinnacle Investment Summit 2022
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell outlines how Antipodes are navigating the shifting landscape with a pragmatic approach to value investing.
[In Brief] A regime shift in global equity markets
In this short video Alison Savas and Jacob Mitchell provide an update on the Antipodes team’s views on global equity markets.