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.
Ian Harnett is a Co-Founder and the Chief Investment Strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms.
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded.
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 2023, with index performance saved by mega-cap tech as the market bets we are on the cusp of the closely-watched Fed pivot.
In this nabtrade Your Wealth podcast episode, Alison Savas is interviewed by Gemma Dale. Alison discusses Antipodes’ views on what investors should be looking for in global stock markets over the next decade.
In this new podcast episode, Alison Savas (Investment Director) and James Rodda (Global Developed Markets PM) discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge following the recent turmoil.
As a global leader in wind turbines, utility scale gas turbines and grid transmission equipment, Siemens Energy is at the forefront of the transition to net zero and provides investors one of the most well-rounded decarbonisation exposures.
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.
A major demographic shift is underway – and it’s creating one of the most significant long-term opportunities.
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 discusses the Antipodes Global SMIDS strategy and why now could be a good time look at allocating to global small and mid caps.
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.
With a 20% discount to the S&P 500 and faster growth than peers, Alphabet represents a classic mispriced opportunity for pragmatic investors seeking growth at a relative discount.
Watch a feature interview with Antipodes CIO Jacob Mitchell on Livewire Markets.
- 5 min
A replay of Jacob Mitchell’s presentation at the 2025 Pinnacle Investment Summit, held in July 2025.
Antipodes portfolio manager, Nick Cameron, outlines the investment case for US medical device company, Globus Medical.