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 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
Alison Savas and James Rodda discuss bank stocks
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.
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.
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.