Insights
In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
Antipodes Founder and Portfolio Manager James Rodda recently provided a webinar introduction to the Antipodes Global SMID Active ETF (ASX:MIDS).
In this Livewire Markets interview, James Rodda shares how he is uncovering value and managing risk in global small and mid-cap equities as markets shift and new themes emerge.
Portfolio Manager, Vihari Ross and Investment Director, Alison Savas provide a market and portfolio positioning update for Q3 2025.
Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
From construction materials to AI-powered marketing tech, James explains how deep product understanding and shifting market narratives can unlock asymmetric upside.
- 4 min
- By James Rodda
Discover how Antipodes’ Climate Delta Strategy offers a pragmatic value-based approach to Net Zero investing – balancing risk-adjusted returns with real-world climate impact through proprietary transition scoring and active stewardship.
- 21 min
In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
Global equities have fallen 16% this year (to June 30) as Central Banks set their sights firmly on reducing inflation, despite growing concerns around economic activity.
Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofitable tech stocks that have been hit the hardest – down almost 60% this year.
Antipodes has owned Meta (previously Facebook) since the end of 2018 and despite the recent volatility in which many sold out of the company, it remains one of our top 20 holdings.
Alison Savas discusses the key issues impacting markets in Q1 2022 along with how Antipodes has been positioning its portfolios.
By the end of 2020, the global oil and gas industry looked to be facing major challenges. The industry had dramatically under-invested in growing production.
- By Alison Savas
In this episode on the Good Value podcast (recorded Monday 21 February, 2022), Alison Savas is joined by the Executive Vice President and CFO of Norsk Hydro, Pål Kildemo.
- By Alison Savas
Antipodes Portfolio Manager, Max Shramchenko, outlines the investment case for Fortum, which operates hydro and nuclear assets in the Nordics. These are carbon-neutral, low cost assets that generate clean around-the-clock baseload power – exactly what AI operators and decarbonising industries need most.
In this Big Picture presentation, Jacob Mitchell explains how intellectual property investment is driving the current investment cycle.
In this presentation, Vihari Ross discusses Antipodes Pragmatic Value approach to investing.
A quarterly market update from Antipodes
John Stavliotis highlights the opportunity to invest in companies that will benefit from the modernisation of China’s power grid. A key exposure to this structural growth trend is Antipodes investment in NARI Technology Co Ltd.
Gordon Ip (Co Chief Investment Officer – Fixed Income) joins Jonathan Wu (Investment Director – Asia) providing insights into the Asia credit market and an overview of the Antipodes Asia Income Fund.
Antipodes Portfolio Manager, Vihari Ross, discusses the opportunities in global markets.
This video was recorded at the Pinnacle Insights Series, held across Australia in February 2024.
Watch a replay of Jacob Mitchell’s presentation at the Pinnacle Investment Summit, in September, 2023.
Antipodes Portfolio Manager, John Stavliotis uncovers the structural and cyclical opportunities in emerging markets and Antipodes’ pragmatic value approach to investing.