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 Apr 27, 2021
Quarterly update: The emergence of new market leaders (Q1 2021)
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
Antipodes CIO, Jacob Mitchell and Portfolio Manager, Alison Savas, provide a market update and review of Q1 2021. Economic stimulus, vaccine rollouts, bond yields and the ongoing market rotation (from growth to value) are discussed.
Version: 20241125
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