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.

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.

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.

27 Oct 2021 By Alison Savas, Client Portfolio Manager

Our analysis of three key topics dominating global equity markets

Inflation, the power crunch, and China’s economy are issues that reverberated during Q3 2021 and continue to present a complex backdrop for global equity investors. These topics, and a new portfolio addition, are discussed in this podcast episode.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

15 Oct 2021 By Antipodes

Firstlinks: Jacob Mitchell on his biggest investing lessons

As a guest on the Wealth of Experience podcast, Jacob Mitchell was interviewed by Firstlinks Managing Director, Graham Hand. Jacob discussed Antipodes’ investment approach and views on markets and the economy.

20 Sep 2021 By Alison Savas, Client Portfolio Manager

ESG: Driving change and generating alpha

The focus on investing through an ESG lens has intensified. But it’s not as simple as buying stocks with ‘green credentials’, or divesting exposure to carbon or stocks that score poorly on backward-looking metrics.

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.

24 Aug 2021 By Alison Savas, Client Portfolio Manager

Value across the market spectrum

Listen to our latest podcast episode in which Alison Savas and James Rodda discuss Antipodes’ approach to uncovering value in all corners of the market – even big tech.

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.

25 Feb 2021 By Alison Savas, Client Portfolio Manager

Podcast: Investing in semiconductors

In this episode on the Good Value podcast, Alison Savas and Graham Hay discuss Antipodes’ exposure to semiconductor manufacturers. Semiconductors are critical for big tech and next generation technology, yet the global market is dominated by just two companies.

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.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

18 Dec 2020 By Antipodes

Podcast: Why investors can’t ignore decarbonisation

In the final Good Value podcast episode for 2020, Alison Savas and Graham Hay discuss decarbonisation – a theme we think will be one of the most important for investors in the coming decade and beyond.

23 Jun 2021 By Alison Savas, Client Portfolio Manager

China: Looking beyond the old favourites

In this episode on the Good Value Podcast, Sunny Bangia and Alison Savas explain how Antipodes is investing in China and discuss a number of attractively priced stocks, with strong long-term growth profiles.

02 Jul 2021 By Antipodes

The Australian Investors Podcast: Investing in Asia with Sunny Bangia

Antipodes Asia Fund Portfolio Manager, Sunny Bangia, discusses Antipodes’ approach to investing in Asia in this episode of the Australian Investors Podcast.

05 Aug 2021 By Antipodes

Pinnacle Investment Summit 2021: Listed funds – the road ahead

In these panel sessions, Antipodes Managing Director, Andrew Findlay puts the opportunities and challenges facing Listed Investment Companies and ETFs under the microscope and speaks about the listed investment opportunities offered by Antipodes.

16 Jun 2021 By Antipodes

Equity Mates: Sunny Bangia interview series

In this video series, Antipodes Asia Fund portfolio manager, Sunny Bangia shares insights into investing in the Asia region, with a particular focus on Asia tech.

25 May 2021 By Alison Savas, Client Portfolio Manager

Challenging the inflation consensus

We’d argue many portfolios are poorly positioned for higher inflation over the longer-term, yet there are major socio-macroeconomic shifts that could indeed see inflation skewed higher for longer. Listen to our latest podcast episode or read our analysis on the outlook for inflation.

27 Apr 2021 By Alison Savas, Client Portfolio Manager

Slowly, but surely – the emergence of new market leaders 

Q1 2021 market update: An overview of Antipodes’ portfolio positioning and the investment team’s views on stimulus, bond yields and the continuation of the rotation into low multiple stocks

09 Apr 2021 By Antipodes

Jacob Mitchell: Where will all the stimulus go?

In this Livewire Markets interview, Jacob Mitchell discusses his views on investor behaviour in current markets, US stimulus, rising bond yields and details major longer-term investment themes Antipodes is building exposure to.

29 Mar 2021 By Antipodes

Investing in EVs: Tesla, VW and the race to dominate

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. Tesla, Volkswagen and the evolution of the EV market is discussed in this episode on the Good Value Podcast.

06 Apr 2021 By Antipodes

Sydney Morning Herald: ‘It’s American driven’ – US holds the keys to Asian inflation

In this interview with the Sydney Morning Herald, Sunny Bangia (PM of the Antipodes Asia Fund) discusses the relationship between inflation in Asia and stimulus in the United States.

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.

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.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

02 Jul 2021 By Antipodes

The Australian Investors Podcast: Investing in Asia with Sunny Bangia

Antipodes Asia Fund Portfolio Manager, Sunny Bangia, discusses Antipodes’ approach to investing in Asia in this episode of the Australian Investors Podcast.

16 Jun 2021 By Antipodes

Equity Mates: Sunny Bangia interview series

In this video series, Antipodes Asia Fund portfolio manager, Sunny Bangia shares insights into investing in the Asia region, with a particular focus on Asia tech.

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.

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).

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.

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.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

15 Oct 2021 By Antipodes

Firstlinks: Jacob Mitchell on his biggest investing lessons

As a guest on the Wealth of Experience podcast, Jacob Mitchell was interviewed by Firstlinks Managing Director, Graham Hand. Jacob discussed Antipodes’ investment approach and views on markets and the economy.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

02 Jul 2021 By Antipodes

The Australian Investors Podcast: Investing in Asia with Sunny Bangia

Antipodes Asia Fund Portfolio Manager, Sunny Bangia, discusses Antipodes’ approach to investing in Asia in this episode of the Australian Investors Podcast.

16 Jun 2021 By Antipodes

Equity Mates: Sunny Bangia interview series

In this video series, Antipodes Asia Fund portfolio manager, Sunny Bangia shares insights into investing in the Asia region, with a particular focus on Asia tech.

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.

27 Oct 2021 By Alison Savas, Client Portfolio Manager

Our analysis of three key topics dominating global equity markets

Inflation, the power crunch, and China’s economy are issues that reverberated during Q3 2021 and continue to present a complex backdrop for global equity investors. These topics, and a new portfolio addition, are discussed in this podcast episode.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

20 Sep 2021 By Alison Savas, Client Portfolio Manager

ESG: Driving change and generating alpha

The focus on investing through an ESG lens has intensified. But it’s not as simple as buying stocks with ‘green credentials’, or divesting exposure to carbon or stocks that score poorly on backward-looking metrics.

24 Aug 2021 By Alison Savas, Client Portfolio Manager

Value across the market spectrum

Listen to our latest podcast episode in which Alison Savas and James Rodda discuss Antipodes’ approach to uncovering value in all corners of the market – even big tech.

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.

25 Feb 2021 By Alison Savas, Client Portfolio Manager

Podcast: Investing in semiconductors

In this episode on the Good Value podcast, Alison Savas and Graham Hay discuss Antipodes’ exposure to semiconductor manufacturers. Semiconductors are critical for big tech and next generation technology, yet the global market is dominated by just two companies.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

18 Dec 2020 By Antipodes

Podcast: Why investors can’t ignore decarbonisation

In the final Good Value podcast episode for 2020, Alison Savas and Graham Hay discuss decarbonisation – a theme we think will be one of the most important for investors in the coming decade and beyond.

23 Jun 2021 By Alison Savas, Client Portfolio Manager

China: Looking beyond the old favourites

In this episode on the Good Value Podcast, Sunny Bangia and Alison Savas explain how Antipodes is investing in China and discuss a number of attractively priced stocks, with strong long-term growth profiles.

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