Quarterly update: The time for a contrarian mindset (Q2 2022)
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Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms.
In this conversation with Alison Savas, Ian discusses why he believes t...
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...
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...
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...
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...
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...
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...
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...
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...