Global oil market dynamics amid geopolitical instability

This quarterly market update delves into how recent geopolitical instability is impacting the global oil market.

08 Nov 2023

Building a more energy efficient future

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).

11 Oct 2023

Jacob Mitchell at the Pinnacle Investment Summit 2023

Watch a replay of Jacob Mitchell’s presentation at the Pinnacle Investment Summit, in September, 2023.

18 Sep 2023

Opportunities in one of the world’s most undervalued stock markets

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.

31 Aug 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.

09 Aug 2023

A stock market with no margin for error

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.

03 Aug 2023

The multinationals you may have never heard of

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.

20 Jul 2023 By John Stavliotis By John Stavliotis 9 min 9 min

In conversation with Ian Harnett | Can the west sidestep recession?

In this podcast episode, Alison Savas is joined by Ian Harnett, the founder and chief investment strategist of Absolute Strategy Research.

13 Jul 2023

Examining China’s rocky recovery

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.

14 Jun 2023

Morningstar: Where in the world to find value right now

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.

31 May 2023 5 min

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.

31 May 2023

White paper: Australian banks, a matter of trust

This White Paper outlines Antipodes’ thesis on why we think Australian bank shareholders are vulnerable.

18 May 2023 By Antipodes 12 min

The Fed pivot looms, but what will it mean for global equities?

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.

04 May 2023

Your Wealth: Alison Savas Interview

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.

20 Apr 2023

Life after Silicon Valley Bank & Credit Suisse

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.

04 Apr 2023

Siemens Energy CEO, Dr Christian Bruch on the energy transition

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.

08 Mar 2023

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.

22 Feb 2023

The great earnings cycle divide & examining the case for gold

Alison Savas and Rameez Sadikot discuss the state of global equity markets following Q4 2022, the investment case for gold and portfolio holding, Newcrest Mining.

06 Feb 2023

AFR: Why global banks are better value than the ASX’s big four

In an interview with the Australian Financial Review, Jacob Mitchell shared Antipodes’ views on some of the key topics currently facing global equities investors.

25 Jan 2023 5 min

Sector-specific outlooks for 2023

In this special podcast episode Alison Savas goes ‘around the grounds’ within our investment team to provide you sector-specific outlooks for 2023.

21 Dec 2022

Investing in Emerging Markets

In this podcast episode Alison Savas and Antipodes’ Emerging Markets portfolio manager John Stavliotis discuss the key opportunities and risks we see across emerging economies.

05 Dec 2022

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.

09 Nov 2022 6 min

Navigating geopolitical tensions and economic uncertainty

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

04 Nov 2022

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

[In Brief] Identifying short positions

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

11 Oct 2022

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

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.

30 Aug 2022

[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.

11 Aug 2022

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.

16 Aug 2022 3 min

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.

26 Oct 2023

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.

28 Jul 2022 6 min

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.

31 May 2022 4 min

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.

10 May 2022 4 min

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

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

02 May 2022

The UK anomaly: Why you need exposure to British stocks

Key points   UK equities are the cheapest in the developed world, and cheap relative to their own history due to sticky inflation. Lower inflation and a more dovish Bank of England will see the market price in a much more optimistic outcome. Deflation in China is the key catalyst to drive UK inflation down faster… Read more »

26 Sep 2023 6 min

The multinationals you may have never heard of

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.

20 Jul 2023 By John Stavliotis 9 min

The investment case for Sanofi

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

10 Feb 2022 By Dr Nick Cameron 9 min

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.

03 Sep 2021 By Antipodes 5 min

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.

27 Jul 2021 By John Stavliotis 9 min

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.

24 Feb 2021 By Antipodes 5 min

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.

20 Jan 2021 By Owen Scarrott 10 min

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.

20 Jan 2021 By Owen Scarrott 10 min

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.

11 Nov 2020 By Alison Savas 9 min

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.

10 Nov 2020 By Vinayak Muralidharan 8 min

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.

17 Oct 2020 By Jacob Mitchell 6 min

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.

17 Jun 2020 By Jacob Mitchell 4 min

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.

08 May 2020 By Graham Hay 6 min

Yum China offers defensive growth and attractive value

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.

28 Apr 2020 By Antipodes 3 min

Alibaba at the centre of the new retail phenomenon in China

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

27 Apr 2020 By Antipodes 3 min

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.

24 Apr 2020 By Antipodes 3 min

AFR: Why global banks are better value than the ASX’s big four

In an interview with the Australian Financial Review, Jacob Mitchell shared Antipodes’ views on some of the key topics currently facing global equities investors.

25 Jan 2023 5 min

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.

09 Nov 2022 6 min

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.

16 Aug 2022 3 min

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.

10 May 2022 4 min

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.

22 Jul 2022 7 min

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.

15 Jun 2022 8 min

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.

14 Mar 2022 5 min

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.

11 Feb 2022 2 min

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.

15 Oct 2021 7 min

Building a more energy efficient future

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).

11 Oct 2023

Opportunities in one of the world’s most undervalued stock markets

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.

31 Aug 2023

A stock market with no margin for error

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.

03 Aug 2023

In conversation with Ian Harnett | Can the west sidestep recession?

In this podcast episode, Alison Savas is joined by Ian Harnett, the founder and chief investment strategist of Absolute Strategy Research.

13 Jul 2023

Examining China’s rocky recovery

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.

14 Jun 2023

The Fed pivot looms, but what will it mean for global equities?

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.

04 May 2023

Your Wealth: Alison Savas Interview

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.

20 Apr 2023

Life after Silicon Valley Bank & Credit Suisse

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.

04 Apr 2023

Siemens Energy CEO, Dr Christian Bruch on the energy transition

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.

08 Mar 2023

The great earnings cycle divide & examining the case for gold

Alison Savas and Rameez Sadikot discuss the state of global equity markets following Q4 2022, the investment case for gold and portfolio holding, Newcrest Mining.

06 Feb 2023

Sector-specific outlooks for 2023

In this special podcast episode Alison Savas goes ‘around the grounds’ within our investment team to provide you sector-specific outlooks for 2023.

21 Dec 2022

Investing in Emerging Markets

In this podcast episode Alison Savas and Antipodes’ Emerging Markets portfolio manager John Stavliotis discuss the key opportunities and risks we see across emerging economies.

05 Dec 2022

Navigating geopolitical tensions and economic uncertainty

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

04 Nov 2022

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

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.

30 Aug 2022

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.

26 Oct 2023

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.

02 Aug 2022

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).

27 Jun 2022

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.

01 Jun 2022

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

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

02 May 2022

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

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.

28 Feb 2022

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.

02 Feb 2022

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.

14 Dec 2021

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.

09 Aug 2023

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.

31 May 2023

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.

22 Feb 2023

[In Brief] Identifying short positions

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

11 Oct 2022

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

[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.

11 Aug 2022

[In Brief] Holding the line on China

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

19 Apr 2022

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.

05 May 2022

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 Apr 2022

[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.

30 Mar 2022

[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.

11 Mar 2022

[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.

31 Jan 2022

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.

13 Dec 2021

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.

01 Nov 2021

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.

05 Aug 2021

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.

09 Apr 2021

Pinnacle Insight Series: Alison Savas – where to for Global Markets?

Watch on demand: During the Pinnacle Insight Series 2021, Alison Savas discusses Antipodes’ views on the direction of global markets and where the greatest investment opportunities and risk lie.

11 Feb 2021

Webinar: Why 2021 is the time to invest in Asian equities

In this webinar, Antipodes Asia Fund co-portfolio manager, Sunny Bangia outlines why now is a good time to invest in Asia and explains Antipodes current positioning and outlook for the region.

09 Feb 2021

Quarterly Review Webinar: Q4 2020

Watch on demand: Alison Savas and Sunny Bangia discuss Antipodes’ outlook for global markets in 2021 and review the major market moves and events that shaped Q4, 2020.

02 Feb 2021

Gaining exposure to Europe’s green future

Decarbonisation in Europe is a significant investment theme and we think investors should be thinking about how to position portfolios for what is a very long term cycle. Currently Antipodes’ portfolios have roughly a 12.5% exposure to this cycle.

31 Jul 2020

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?

09 Jun 2020

Pinnacle 2020 Virtual Summit: Jacob Mitchell

In this 15 minute presentation at the Pinnacle 2020 Virtual Summit, Jacob Mitchell shares insights into Antipodes’ current approach to global investing and highlights 3 key investment themes offering compelling opportunities.

22 Sep 2020

Growth traps: Why investors should be wary

In this video, Jacob Mitchell explains why investors must be cautious about growth traps, along with value traps, as multiple dispersion widens across all sectors.

20 Feb 2020

Siemens: Quality and growth, without the headlines

Andrew Gibson, Senior Investment Analyst, takes a closer look at how digital technology can help Siemens grow without being dependent upon the economic cycle.

15 Oct 2019