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
Friday Jul 23, 2021
Friday Jul 23, 2021
Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead.
0.40: Examining growth outperformance in Q2 and the rotation in market leadership
5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond
9.55: Is the premium being paid for US equities sustainable?
13:45: The key risks for equity investors today
19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent, Oracle).
24:50: Investing in China and the Asia region against a backdrop of regulatory and geopolitical concerns
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