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RWE’s Michael Muller on Europe’s power crunch

German energy giant, RWE, is faced with the challenge of helping to power a continent in the midst of a power crunch, while at the same time working towards ambitious decarbonisation targets.   In this episode, Alison Savas, talks to RWE's Chief Financia...

108 downloads Aug 26, 2022
Quarterly update: The time for a contrarian mindset (Q2 2022)

In this quarterly market update episode Alison Savas and Antipodes CIO, Jacob Mitchell, discuss the state of equity markets in Q2 2022 and Antipodes bigger picture views on global investing and portfolio positioning.

110 downloads Aug 02, 2022
Seagate Technology : Uncovering value amid the Nasdaq bear market

  Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofitable tech stocks that have been hit the hardest - down almost 60% this year.   But amid these sell offs, ...

174 downloads Jun 26, 2022
Meta & the battle for digital advertising supremacy

Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ: FB) is positioned following the recent fall in its stock price.  Key discussion points include: 4:00: Overview of ...

305 downloads May 31, 2022
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)

By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. ...

283 downloads May 02, 2022
Energy and commodities: strengthening portfolios today, but what about the future?

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...

300 downloads Mar 30, 2022
Norsk Hydro: An aluminium giant for the new world

An interview with Pål Kildemo, Executive Vice President and Chief Financial Officer of Norsk Hydro (OSL: NHY).  Norsk Hydro has been a long-term holding in Antipodes' global portfolios. While it is one of the largest producers of aluminium globally, it i...

224 downloads Feb 27, 2022
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)

When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode,...

211 downloads Feb 01, 2022
Omicron: Key considerations for investors & the investment case for two global healthcare stocks

Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment cas...

279 downloads Dec 12, 2021
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