Quarterly update: The time for a contrarian mindset (Q2 2022)
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The tech behind big tech – why semiconductors are like shovels in a gold rush
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 digiti...
Why investors can't ignore decarbonisation
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 -...
Investing in the reopening
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...
US election: Two pathways, one destination for markets
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.
The pathway to COVID-19 vaccination
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 ...
