Antipodes’ sector-specific investment outlooks for 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 episode for the year. We thank you all for listening and wish you a safe and happy holiday period. Remember to follow us on LinkedIn or Twitter to stay up to date with our insights. 

Show More

Backward
Play
Forward
1x speed
  • 0.5
  • 1
  • 1.5
  • 2
Other episodes
Investing in Emerging Markets

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...

88 downloads Good Value Dec 04, 2022
31m
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 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...

174 downloads Good Value Nov 04, 2022
26m
Antipodes’ approach to shorting

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...

138 downloads Good Value Oct 10, 2022
23m
RWE’s Michael Muller on Europe’s power crunch

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 Fina...

221 downloads Good Value Aug 26, 2022
28m
Quarterly update: The time for a contrarian mindset (Q2 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.

211 downloads Good Value Aug 02, 2022
28m
Seagate Technology : Uncovering value amid the Nasdaq bear market

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 of...

287 downloads Good Value Jun 26, 2022
30m
Meta & the battle for digital advertising supremacy

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...

441 downloads Good Value May 31, 2022
39m
Quarterly update: Stagflation, policy error & holding the line on China (Q1 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 19...

413 downloads Good Value May 02, 2022
30m
Energy and commodities: strengthening portfolios today, but what about the future?

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 Ru...

434 downloads Good Value Mar 30, 2022
27m
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read