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 Mar 30, 2022
Wednesday Mar 30, 2022
The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia and the longer-term outlook for the sectors.
In part two, hear a discussion about some of Antipodes' best investment ideas for exposure to longer-term energy and commodity trends.
Part 1 (1:00)
- Why Antipodes' global portfolios have been overweight energy.
- The impacts of the war in Ukraine on the energy and commodity sectors.
- Decarbonisation and the longer-term outlook for energy and commodities.
Part 2 (14:30)
- Technip Energies (EPA: TE) & Siemens Energy (ETR: ENR).
- Nutrien (TSE: NTR).
- Exposure to gold stocks - Newcrest Mining (ASX: NCM) & Barrick Gold (NYSE: GOLD).
For more investment insights visit antipodes.com
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