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3 Chinese stocks to watch amid the rocky recovery

It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded. The domestic recovery has been slower than expected and exports contin...

320 downloads Jun 14, 2023
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)

Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 2023, with index performance saved by mega-cap tech as the market bets we are on the cusp of the closel...

440 downloads May 03, 2023
Life after SIVB and CS: Winners and losers in global financials

Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge. The episode also covers potential inve...

402 downloads Apr 02, 2023
Dr Christian Bruch on the energy transition

Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment.  In this episode, Siemens Energy CEO, Dr Christian Bruch, provides insights into the demand for wind energy (in particular offsh...

405 downloads Mar 07, 2023
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)

Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency.  In part 1 (1:00 - 15:00), Alison and Rameez discuss the state of global equities - including Antipodes' views on markets and the macro in th...

543 downloads Feb 05, 2023
Antipodes’ sector-specific investment outlooks for 2023

Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include: Hardware, Industrials and Commodities Healthcare Domestic Asia and EM Domestic Developed Markets. This is our final...

451 downloads Dec 20, 2022
Investing in Emerging Markets

In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis.  They discuss why investors should consider Emerging Markets now, along with some of the key opportunities across emerging ec...

451 downloads Dec 04, 2022
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)

Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most significant issues dominating the macroeconomic backdrop for global investors as we move into the final quarte...

541 downloads Nov 04, 2022
Antipodes’ approach to shorting

Through the recent decade-long bull market many have viewed short positions as simply a drag on performance. But in 2022 the regime has shifted. Portfolio protection has come back to the fore with the S&P 500 shedding around a quarter of its value so...

444 downloads Oct 10, 2022
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