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
Thursday Aug 31, 2023
Thursday Aug 31, 2023
At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world.
In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest UK-listed holdings; Diageo, Tesco, and NatWest.
Key Times:
- Inflation in the UK & macro outlook: 1:30
- Diageo (LON: DGE): 6:30
- Tesco (LON: TSCO): 13:40
- NatWest Group (LON: NWG): 21:20
Stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
More about Antipodes: antipodes.com
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