Insights
In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
In a rapidly changing market, adaptability is key. A variable beta portfolio allows us to dynamically manage risk—dialling up exposure when opportunities arise and scaling back when protection is needed.
A presentation by James Rodda at Portfolio Construction Forum Markets Summit 2025
- By James Rodda
Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths
- 2 min
Jacob Mitchell presents at the 2025 Pinnacle Insights Series
Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits.
- 3 min
This paper introduces Global Credit investing, highlighting its attractive risk/return profile, diversification, and liquidity benefits. We also outline why Global Credit should be a core component of any investor’s portfolio asset allocation.
- 7 min
- By Daniel Saldanha
In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.
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 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.