Insights
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.
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
Antipodes Investment Director, Alison Savas, is joined by Antipodes Portfolio Manager, James Rodda, for a discussion about the key opportunities in global small and mid cap equities.
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.
A podcast episode with the Founder of Absolute Strategy Research, Ian Harnett.
In this episode, Alison Savas is joined by Pinnacle Investment Management Group’s Chief Investment Strategist, Anthony Doyle.
In this episode of the Good Value podcast, Investment Director, Alison Savas interviews Portfolio Manager, Graham Hay.
In this episode of the Good Value podcast, Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China
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 5-minute video Antipodes’ CIO, Jacob Mitchell, discusses the sharp moves seen in global equities during the first few weeks of 2022.
- By Alison Savas
In this webinar, Antipodes CIO, Jacob Mitchell provides an overview of the AGX1 portfolio and discusses the investment team’s view on outlook for global equities in 2022 and beyond.
In this Livewire Markets interview (recorded March 2021), Jacob Mitchell discusses his views on investor behaviour in current markets, US stimulus, rising bond yields and a major longer-term investment theme.
As we enter 2021, we are faced with an extraordinary global economic climate. One that brings great uncertainty, but also great optimism.
Asia is home to 60% of the world’s population and is forecast to account for well over 50% of global GDP by 2050.
In this webinar, presented live on Thursday, 28 January 2021, Alison Savas (Investment Director) and Sunny Bangia (Portfolio Manager), discuss market developments in the final quarter of 2020, Antipodes’ outlook for 2021 and portfolio positioning.
Jacob Mitchell speaks to David Wright from Zenith Investment Partners about identifying global investment opportunities.