09 Nov 2022 By Antipodes

Livewire: An “unloved” US stock that’s tipped to rebound

This Livewire Markets article featuring Antipodes Partners’ Nick Cameron looks at big pharma stock Merck & Co.

04 Nov 2022 By Antipodes

Navigating geopolitical tensions and economic uncertainty

In this podcast episode, Alison Savas and Sunny Bangia discuss the outlook for global equities and provide an update on Antipodes’ portfolio positioning at the end of Q3 2022.

11 Oct 2022 By Antipodes

Antipodes’ approach to shorting

In this podcast episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to shorting and examine a recent short position in the Antipodes Global Fund. 

11 Oct 2022 By Antipodes

[In Brief] Identifying short positions

In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.

30 Aug 2022 By Antipodes

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.

30 Aug 2022 By Antipodes

RWE & Europe’s energy crunch

In this podcast episode, Alison Savas is joined by Dr Michael Müller, Chief Financial Officer of RWE (ETR:RWE) to discuss Europe’s energy crisis, decarbonisation and RWE’s operations.

11 Aug 2022 By Antipodes

[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.

16 Aug 2022 By Antipodes

Citywire: Five fund managers go bargain hunting in the US

In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.

02 Aug 2022 By Antipodes

The time for a contrarian mindset

In this quarterly market update on the Good Value Podcast, Jacob Mitchell and Alison Savas discuss the state of equity markets in Q2 2022 and Antipodes’ portfolio positioning.

28 Jul 2022 By Antipodes

AFR: Jacob Mitchell says these stocks will beat tech blue chips

In this article published in the Australian Financial Review, Jacob Mitchell discusses how Antipodes investment team is positioning portfolios amid a more volatile market environment.

31 May 2022 By Antipodes

Wealth DFM: US gas opportunity emerges after decades of decay

In this article published in Wealth DFM Magazine Jacob Mitchell looks at the emerging opportunities in the US gas sector.

10 May 2022 By Antipodes

Citywire: Three pockets of value able to withstand uncertainty

In this article, published on Citywire, Jacob Mitchell explains how the Antipodes team is uncovering long-term secular trends at attractive valuations.

22 Jul 2022 By Antipodes

Livewire: China v US: Where should you put your money?

This Livewire Markets article featuring Antipodes’ Jacob Mitchell provides insights into China and US markets and where investors should put their money.

27 Jun 2022 By Alison Savas, Client Portfolio Manager

Uncovering value amid the market sell off

In this podcast episode, Alison Savas is joined by Gianluca Romano, Executive Vice President and CFO of Seagate Technology (NASDAQ: STX).

15 Jun 2022 By Antipodes

Future Generation Meet the Manager: Jacob Mitchell Interview

Jacob Mitchell discusses Antipodes’ investment process and the team’s views on equity markets, in a Q&A with Future Generation.

01 Jun 2022 By Alison Savas, Client Portfolio Manager

Meta & the battle for digital advertising supremacy

In this podcast episode, Alison Savas is joined by one of the world’s leading authorities on digital advertising to discuss Meta and the online advertising landscape.

02 May 2022 By Alison Savas, Client Portfolio Manager

Quarterly market update: Stagflation, policy error risk & holding the line on China

Alison Savas and Sunny Bangia discuss the key issues impacting markets in Q1 2022 along with how Antipodes has been positioning its portfolios.

19 Apr 2022 By Antipodes

[In Brief] Holding the line on China

A short video update with Sunny Bangia covering Antipodes’ views on Chinese equities.

05 May 2022 By Antipodes

Jacob Mitchell on Livewire’s Buy, Hold, Sell segment

Jacob Mitchell joins host James Marlay on Livewire’s Buy, Hold, Sell segment for a look at six global stocks across Chinese and US markets.

04 Apr 2022 By Antipodes

Chris Judd’s Talk Ya Book: Alison Savas interview

Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).

30 Mar 2022 By Alison Savas, Client Portfolio Manager

Energy and commodity stocks: strengthening portfolios today, but what about the future?

In this podcast episode, Alison Savas and Graham Hay discuss Antipodes’ energy and commodity exposures and examine how the sectors are positioned, now and into the future.

30 Mar 2022 By Alison Savas, Client Portfolio Manager

[In Brief] Why Antipodes has been building exposure to energy and commodity stocks

A short video update covering Antipodes views on the energy and commodity sectors amid the current global uncertainty, along with the longer term outlook for the sectors.

11 Mar 2022 By Alison Savas, Client Portfolio Manager

[In Brief] Putin’s war: markets, stagflation and portfolio positioning

A short video update from Alison Savas and James Rodda regarding the war in Ukraine.

28 Feb 2022 By Alison Savas, Client Portfolio Manager

Norsk Hydro: In discussion with Pål Kildemo

In this Good Value podcast episode, Alison Savas is joined by the Executive Vice President and CFO of Norsk Hydro. Norsk Hydro is a long-term holding in Antipodes’ global portfolios.

14 Mar 2022 By Antipodes

Livewire: Norwegian metal-maker Norsk Hydro has a bright (and “green”) future, says Antipodes

This Livewire Markets article provides an insight into the Aluminium market and one of the world’s largest aluminium producers.

11 Feb 2022 By Antipodes

Citywire: Four managers on the stock that has recently won their heart

With Valentine’s Day around the corner, several leading investors reflect on the investments that have stolen their hearts in recent times.

10 Feb 2022 By Dr Nick Cameron, Portfolio Manager, Healthcare

The investment case for Sanofi

In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).

02 Feb 2022 By Alison Savas, Client Portfolio Manager

Global equities in 2022: Three key themes to watch

In this Good Value podcast episode, Jacob Mitchell and Alison Savas discuss three key themes for investors to watch in 2022 and share insights into the recent moves in global stock markets.

31 Jan 2022 By Alison Savas, Client Portfolio Manager

[In Brief] The repricing of risk in global equities

In this short video update, Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.

14 Dec 2021 By Alison Savas, Client Portfolio Manager

Omicron: The facts that matter for global investors

Just as the global economy started hitting its reopening stride, Omicron has seen uncertainty return. In this new Good Value podcast episode Dr Nick Cameron and Alison Savas discuss the Omicron threat and two key healthcare positions in Antipodes’ global portfolios.

13 Dec 2021 By Antipodes

AGX1 Webinar: Outlook for global equities in 2022 and beyond

Jacob Mitchell provides insights into the AGX1 portfolio and discusses the outlook for global equities in 2022 and beyond.

21 Nov 2022 By Antipodes Investment Team

Good Value Briefing | A turning point in one of the world’s most closely watched markets

China has been one of the most discussed topics during our meeting with clients and investors over the past few years. And it’s easy to understand why. 

25 Oct 2022 By Antipodes Investment Team

Good Value Briefing | Investing amid weak sentiment and high tensions

Key points:  Geopolitical tensions have escalated as the US seeks to restrict China’s access more broadly to leading edge technology.  Antipodes is considering global vulnerabilities should China choose to retaliate.  The QE-led/long duration regime is transitioning to a regime that will focus on fiscal stimulus around decarbonisation, infrastructure and security to support economic activity.  Earnings… Read more »

16 Sep 2022 By Antipodes Investment Team

Good Value Briefing | A hot US inflation report as Europe seeks alternative energy support  

Key points for your clients:  A worse than expected US inflation print surprised the market. Antipodes believes that inflation will fall but remain elevated as it’s driven by supply side issues.  Relative to inflation, US equity indices still look pricey.   Antipodes believes the European energy situation is one of the most critical factors for global… Read more »

29 Nov 2021 By Alison Savas, Client Portfolio Manager

Why we’re adding exposure to the natural gas sector

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.

25 Nov 2021 By Antipodes

Equity Mates: What is pragmatic value?

Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.

11 Oct 2022 By Antipodes

[In Brief] Identifying short positions

In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.

30 Aug 2022 By Antipodes

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.

30 Aug 2022 By Antipodes

RWE & Europe’s energy crunch

In this podcast episode, Alison Savas is joined by Dr Michael Müller, Chief Financial Officer of RWE (ETR:RWE) to discuss Europe’s energy crisis, decarbonisation and RWE’s operations.

11 Aug 2022 By Antipodes

[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.

16 Aug 2022 By Antipodes

Citywire: Five fund managers go bargain hunting in the US

In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.

02 Aug 2022 By Antipodes

The time for a contrarian mindset

In this quarterly market update on the Good Value Podcast, Jacob Mitchell and Alison Savas discuss the state of equity markets in Q2 2022 and Antipodes’ portfolio positioning.

10 Feb 2022 By Dr Nick Cameron, Portfolio Manager, Healthcare

The investment case for Sanofi

In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).

03 Sep 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

A window of opportunity to catch China’s third consumption wave

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.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

27 Jul 2021 By John Stavliotis, Senior Investment Analyst

Tencent: A growing digital empire at an attractive valuation

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.

24 Feb 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

Asia has risen, now its poised to lead

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.

20 Jan 2021 By Owen Scarrott, Investment and ESG Analyst

Decarbonisation & Norsk Hydro

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.

15 Jun 2022 By Antipodes

Future Generation Meet the Manager: Jacob Mitchell Interview

Jacob Mitchell discusses Antipodes’ investment process and the team’s views on equity markets, in a Q&A with Future Generation.

05 May 2022 By Antipodes

Jacob Mitchell on Livewire’s Buy, Hold, Sell segment

Jacob Mitchell joins host James Marlay on Livewire’s Buy, Hold, Sell segment for a look at six global stocks across Chinese and US markets.

04 Apr 2022 By Antipodes

Chris Judd’s Talk Ya Book: Alison Savas interview

Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).

10 Feb 2022 By Dr Nick Cameron, Portfolio Manager, Healthcare

The investment case for Sanofi

In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).

03 Sep 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

A window of opportunity to catch China’s third consumption wave

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.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

27 Jul 2021 By John Stavliotis, Senior Investment Analyst

Tencent: A growing digital empire at an attractive valuation

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.

24 Feb 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

Asia has risen, now its poised to lead

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.

20 Jan 2021 By Owen Scarrott, Investment and ESG Analyst

Decarbonisation & Norsk Hydro

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.

11 Nov 2020 By Alison Savas, Client Portfolio Manager

White paper: The catalysts to unlocking value

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.

10 Nov 2020 By Vinayak Muralidharan, Investment Analyst

When pessimism rules, investment opportunities can emerge

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.

17 Oct 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Why value matters when growth is on a tear

Jacob Mitchell explains why it’s more important than ever for investors to maintain a value-style exposure in their investment portfolios.

09 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Could extreme market cap/performance concentration signal a turning point?

Despite a global pandemic that has been sending shock waves through economies, market cap concentration has surpassed previous historical highs seen during the dot-com bubble. Could this be signalling a turning point?

17 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Investing in the wake of a pandemic

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.

08 May 2020 By Graham Hay (Portfolio Manager)

The outlook for oil: supply, demand and COVID-19

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.

28 Apr 2020 By Antipodes

Yum China offers defensive growth and attractive value

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Antipodes believes Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.

27 Apr 2020 By Antipodes

Alibaba at the centre of the new retail phenomenon in China

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Alibaba is at the centre of the new retail phenomenon in China.

24 Apr 2020 By Antipodes

New retail: The case for growth in China

COVID-19 webinar series: Sunny Bangia outlines why Antipodes believes there’s a positive outlook for growth in the Chinese e-commerce sector.

09 Nov 2022 By Antipodes

Livewire: An “unloved” US stock that’s tipped to rebound

This Livewire Markets article featuring Antipodes Partners’ Nick Cameron looks at big pharma stock Merck & Co.

16 Aug 2022 By Antipodes

Citywire: Five fund managers go bargain hunting in the US

In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.

28 Jul 2022 By Antipodes

AFR: Jacob Mitchell says these stocks will beat tech blue chips

In this article published in the Australian Financial Review, Jacob Mitchell discusses how Antipodes investment team is positioning portfolios amid a more volatile market environment.

31 May 2022 By Antipodes

Wealth DFM: US gas opportunity emerges after decades of decay

In this article published in Wealth DFM Magazine Jacob Mitchell looks at the emerging opportunities in the US gas sector.

10 May 2022 By Antipodes

Citywire: Three pockets of value able to withstand uncertainty

In this article, published on Citywire, Jacob Mitchell explains how the Antipodes team is uncovering long-term secular trends at attractive valuations.

22 Jul 2022 By Antipodes

Livewire: China v US: Where should you put your money?

This Livewire Markets article featuring Antipodes’ Jacob Mitchell provides insights into China and US markets and where investors should put their money.

15 Jun 2022 By Antipodes

Future Generation Meet the Manager: Jacob Mitchell Interview

Jacob Mitchell discusses Antipodes’ investment process and the team’s views on equity markets, in a Q&A with Future Generation.

05 May 2022 By Antipodes

Jacob Mitchell on Livewire’s Buy, Hold, Sell segment

Jacob Mitchell joins host James Marlay on Livewire’s Buy, Hold, Sell segment for a look at six global stocks across Chinese and US markets.

04 Apr 2022 By Antipodes

Chris Judd’s Talk Ya Book: Alison Savas interview

Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).

04 Nov 2022 By Antipodes

Navigating geopolitical tensions and economic uncertainty

In this podcast episode, Alison Savas and Sunny Bangia discuss the outlook for global equities and provide an update on Antipodes’ portfolio positioning at the end of Q3 2022.

11 Oct 2022 By Antipodes

Antipodes’ approach to shorting

In this podcast episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to shorting and examine a recent short position in the Antipodes Global Fund. 

11 Oct 2022 By Antipodes

[In Brief] Identifying short positions

In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.

30 Aug 2022 By Antipodes

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.

30 Aug 2022 By Antipodes

RWE & Europe’s energy crunch

In this podcast episode, Alison Savas is joined by Dr Michael Müller, Chief Financial Officer of RWE (ETR:RWE) to discuss Europe’s energy crisis, decarbonisation and RWE’s operations.

11 Aug 2022 By Antipodes

[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.

02 Aug 2022 By Antipodes

The time for a contrarian mindset

In this quarterly market update on the Good Value Podcast, Jacob Mitchell and Alison Savas discuss the state of equity markets in Q2 2022 and Antipodes’ portfolio positioning.

27 Jun 2022 By Alison Savas, Client Portfolio Manager

Uncovering value amid the market sell off

In this podcast episode, Alison Savas is joined by Gianluca Romano, Executive Vice President and CFO of Seagate Technology (NASDAQ: STX).

01 Jun 2022 By Alison Savas, Client Portfolio Manager

Meta & the battle for digital advertising supremacy

In this podcast episode, Alison Savas is joined by one of the world’s leading authorities on digital advertising to discuss Meta and the online advertising landscape.

02 May 2022 By Alison Savas, Client Portfolio Manager

Quarterly market update: Stagflation, policy error risk & holding the line on China

Alison Savas and Sunny Bangia discuss the key issues impacting markets in Q1 2022 along with how Antipodes has been positioning its portfolios.

19 Apr 2022 By Antipodes

[In Brief] Holding the line on China

A short video update with Sunny Bangia covering Antipodes’ views on Chinese equities.

05 May 2022 By Antipodes

Jacob Mitchell on Livewire’s Buy, Hold, Sell segment

Jacob Mitchell joins host James Marlay on Livewire’s Buy, Hold, Sell segment for a look at six global stocks across Chinese and US markets.

04 Apr 2022 By Antipodes

Chris Judd’s Talk Ya Book: Alison Savas interview

Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).

30 Mar 2022 By Alison Savas, Client Portfolio Manager

Energy and commodity stocks: strengthening portfolios today, but what about the future?

In this podcast episode, Alison Savas and Graham Hay discuss Antipodes’ energy and commodity exposures and examine how the sectors are positioned, now and into the future.

30 Mar 2022 By Alison Savas, Client Portfolio Manager

[In Brief] Why Antipodes has been building exposure to energy and commodity stocks

A short video update covering Antipodes views on the energy and commodity sectors amid the current global uncertainty, along with the longer term outlook for the sectors.

11 Mar 2022 By Alison Savas, Client Portfolio Manager

[In Brief] Putin’s war: markets, stagflation and portfolio positioning

A short video update from Alison Savas and James Rodda regarding the war in Ukraine.

28 Feb 2022 By Alison Savas, Client Portfolio Manager

Norsk Hydro: In discussion with Pål Kildemo

In this Good Value podcast episode, Alison Savas is joined by the Executive Vice President and CFO of Norsk Hydro. Norsk Hydro is a long-term holding in Antipodes’ global portfolios.

14 Mar 2022 By Antipodes

Livewire: Norwegian metal-maker Norsk Hydro has a bright (and “green”) future, says Antipodes

This Livewire Markets article provides an insight into the Aluminium market and one of the world’s largest aluminium producers.

02 Feb 2022 By Alison Savas, Client Portfolio Manager

Global equities in 2022: Three key themes to watch

In this Good Value podcast episode, Jacob Mitchell and Alison Savas discuss three key themes for investors to watch in 2022 and share insights into the recent moves in global stock markets.

31 Jan 2022 By Alison Savas, Client Portfolio Manager

[In Brief] The repricing of risk in global equities

In this short video update, Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.

14 Dec 2021 By Alison Savas, Client Portfolio Manager

Omicron: The facts that matter for global investors

Just as the global economy started hitting its reopening stride, Omicron has seen uncertainty return. In this new Good Value podcast episode Dr Nick Cameron and Alison Savas discuss the Omicron threat and two key healthcare positions in Antipodes’ global portfolios.

13 Dec 2021 By Antipodes

AGX1 Webinar: Outlook for global equities in 2022 and beyond

Jacob Mitchell provides insights into the AGX1 portfolio and discusses the outlook for global equities in 2022 and beyond.

29 Nov 2021 By Alison Savas, Client Portfolio Manager

Why we’re adding exposure to the natural gas sector

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.

25 Nov 2021 By Antipodes

Equity Mates: What is pragmatic value?

Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.

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