Insights
In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
A podcast episode with the Founder of Absolute Strategy Research, Ian Harnett.
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.
In this episode, Alison Savas is joined by Pinnacle Investment Management Group’s Chief Investment Strategist, Anthony Doyle.
Antipodes portfolio manager, Nick Cameron, outlines the investment case for US medical device company, Globus Medical.
In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
Investment implications of the 2024 United States Presidential Election
Investment implications of the 2024 United States Presidential Election
The investment implications of the 2024 United States Presidential Election.
Ian Harnett, Absolute Strategy Research
Alison Savas and James Rodda discuss bank stocks
In this episode Alison Savas is joined by Antipodes Portfolio Manager, John Stavliotis to discuss the Chinese stock market.
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.