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
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*.
Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building industries more sustainable.
It might surprise you that the construction and building industries account for 40% of global carbon emissions - that’s more than the global transportation sector.
Key Times:
- Overview of Saint-Gobain: 1:30
- The global market for sustainable construction materials: 5:30
- 75% of Europe's buildings are energy inefficient: 11:30
- Saint-Gobain's competitive advantages : 21:30
- How Saint-Gobain is helping other industries decarbonise (low-carbon concrete & electric vehicle glazing): 27:30
- The housing market & housing shortages: 33:30
*Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.
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