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
Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
For some time investors looking to get exposure to the rise of China looked to popular western-owned global brands such as Nike or Starbucks. But the dynamics are shifting and are continuing to evolve. A breed of Chinese domestic brands are on the rise and are likely to take market share. Hear from Antipodes Portfolio Managers Sunny Bangia and Alison Savas as they discuss the equities at forefront of China's rapidly evolving economy.
Monday May 24, 2021
Monday May 24, 2021
Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global stocks and how Antipodes is positioning its portfolios for inflation.
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.
Monday Mar 29, 2021
Monday Mar 29, 2021
As the auto industry embarks on the biggest transition in its history, a global race to dominate EVs is underway. Tesla, the first-mover, is being challenged by Volkswagen, a German giant on a mission to reinvent itself. Antipodes Portfolio Managers, Alison Savas and Andrew Gibson, discuss what has become a case of unwarranted multiple dispersion and a major pragmatic value investing opportunity.
Wednesday Feb 24, 2021
Wednesday Feb 24, 2021
Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By investing in semiconductor manufacturing, investors can achieve robust exposure to the ongoing digitisation of modern economies. Alison Savas and Graham Hay discuss Antipodes' key semiconductor holdings; Taiwan Semiconductor Manufacturing Company and Samsung.
Thursday Dec 17, 2020
Thursday Dec 17, 2020
A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during the next decade. In this episode, Antipodes Portfolio Managers Alison Savas and Graham Hay discuss the decarbonisation supercycle - why it can't be ignored and how investors can gain exposure.
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
In recent weeks the wheels have been turning on a market rotation as positive news continues to be released regarding the progress of COVID-19 vaccine developments. We now enter 2021 with confidence that it will be a year in which we see a continuing rebound in global economic activity with vaccine adoption acting as the accelerant. So, with this in mind, Antipodes Portfolio Managers Alison Savas and Andrew Baud discuss "reopening beneficiaries" within the beaten-down financials, retail and travel sectors.
Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
In this special US Election episode Antipodes Chief Investment Officer, Jacob Mitchell, shares his views on the US election and the potential investment implications, both immediate and long-term.
Wednesday Oct 21, 2020
Wednesday Oct 21, 2020
A COVID-19 vaccine breakthrough would have a material impact on global stock markets, so will we see a vaccine in 2021? One of the world's leading experts in vaccine development believes it's more than likely.
Dr Michael Farzan, Professor and Chair of the Department of Immunology and Microbiology at Scripps Research Institute discusses the pathway to COVID-19 vaccination with Antipodes Healthcare Sector Head, Dr Nick Cameron.