A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
Episodes
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid.
1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager.
- Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)
6:20: Nick Cameron - Healthcare Portfolio Manager
- Sector to watch: Small to mid-cap medical device companies
- Stock to watch: Alcon AG (SWX: ALC)
15:00: Max Shramchenko - Infrastructure Portfolio Manager
- Sector to watch: Regulated utilities
- Stock to watch: American Electric Power Company (NASDAQ: AEP)
21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager
- Stock to watch: Oracle Corp (NYSE: ORCL)
27:00: John Stavliotis - Emerging Markets Portfolio Manager
- Sector to watch: Brazilian stocks
- Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)
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