This Livewire Markets article featuring Antipodes Partners’ Nick Cameron looks at big pharma stock Merck & Co.
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.
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.
In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell outlines how Antipodes are navigating the shifting landscape with a pragmatic approach to value investing.
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.
In this short video Alison Savas and Jacob Mitchell provide an update on the Antipodes team’s views on global equity markets.
In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.
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.
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.
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.
In this podcast episode, Alison Savas is joined by Gianluca Romano, Executive Vice President and CFO of Seagate Technology (NASDAQ: STX).
Jacob Mitchell discusses Antipodes’ investment process and the team’s views on equity markets, in a Q&A with Future Generation.
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.
Alison Savas and Sunny Bangia discuss the key issues impacting markets in Q1 2022 along with how Antipodes has been positioning its portfolios.
A short video update with Sunny Bangia covering Antipodes’ views on Chinese equities.
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.
Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).
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.
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.
A short video update from Alison Savas and James Rodda regarding the war in Ukraine.
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.
This Livewire Markets article provides an insight into the Aluminium market and one of the world’s largest aluminium producers.
With Valentine’s Day around the corner, several leading investors reflect on the investments that have stolen their hearts in recent times.
In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).
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.
In this short video update, Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.
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.
Jacob Mitchell provides insights into the AGX1 portfolio and discusses the outlook for global equities in 2022 and beyond.
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.
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 »
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 »
As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.
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.
In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell outlines how Antipodes are navigating the shifting landscape with a pragmatic approach to value investing.
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.
In this short video Alison Savas and Jacob Mitchell provide an update on the Antipodes team’s views on global equity markets.
In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.
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.
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.
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.
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.
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?
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, Sunny Bangia explains why Antipodes believes Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.
COVID-19 webinar series: In this highlight, Sunny Bangia explains why Alibaba is at the centre of the new retail phenomenon 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.
This Livewire Markets article featuring Antipodes Partners’ Nick Cameron looks at big pharma stock Merck & Co.
In this article, published on Citywire, five fund managers, including Antipodes Jacob Mitchell, discuss how they capitalised on the downturn in US equity markets.
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.
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.
Jacob Mitchell discusses Antipodes’ investment process and the team’s views on equity markets, in a Q&A with Future Generation.
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.
Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).
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.
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.
In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell outlines how Antipodes are navigating the shifting landscape with a pragmatic approach to value investing.
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.
In this short video Alison Savas and Jacob Mitchell provide an update on the Antipodes team’s views on global equity markets.
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.
In this podcast episode, Alison Savas is joined by Gianluca Romano, Executive Vice President and CFO of Seagate Technology (NASDAQ: STX).
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.
Alison Savas and Sunny Bangia discuss the key issues impacting markets in Q1 2022 along with how Antipodes has been positioning its portfolios.
A short video update with Sunny Bangia covering Antipodes’ views on Chinese equities.
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.
Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).
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.
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.
A short video update from Alison Savas and James Rodda regarding the war in Ukraine.
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.
This Livewire Markets article provides an insight into the Aluminium market and one of the world’s largest aluminium producers.
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.
In this short video update, Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.
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.
Jacob Mitchell provides insights into the AGX1 portfolio and discusses the outlook for global equities in 2022 and beyond.
As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.
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.
The investment case for Sanofi
In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).
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.
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.
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.
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.
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.
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.
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.
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).