12 episodes

Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.

Good Value Antipodes Partners

    • Business
    • 5.0 • 9 Ratings

Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.

    Uncovering ESG investing opportunities

    Uncovering ESG investing opportunities

    This episode focusses on how investors can generate alpha through an ESG lens. Topics discussed include decarbonisation and the transition to green energy, corporate governance and identifying companies misunderstood from an ESG perspective.  

    • 19 min
    Finding value in big tech

    Finding value in big tech

    Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst some of the biggest tech stocks in world.


    1.12: Why a pragmatic approach to value investing is required in a new world of disruption 


    2.36: Microsoft


    8.10: Facebook


    16.00: Oracle Corporation


    21:50 Amazon, Tesco and the new retail landscape


    29:40: Growth taps (Zoom Video Communications)


     

    • 33 min
    Quarterly CIO update and outlook for global equities (Q2 2021)

    Quarterly CIO update and outlook for global equities (Q2 2021)

    Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead.


    0.40: Examining growth outperformance in Q2 and the rotation in market leadership 


    5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond 


    9.55: Is the premium being paid for US equities sustainable? 


    13:45: The key risks for equity investors today 


    19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent, Oracle). 


    24:50: Investing in China and the Asia region against a backdrop of regulatory and geopolitical concerns 

    • 35 min
    Antipodes' approach to investing in China

    Antipodes' approach to investing in China

    For some time investors looking to get exposure to the rise of China looked to popular western-owned global brands such as Nike or Starbucks. But the dynamics are shifting and are continuing to evolve. A breed of Chinese domestic brands are on the rise and are likely to take market share. Hear from Antipodes Portfolio Managers Sunny Bangia and Alison Savas as they discuss the equities at forefront of China's rapidly evolving economy. 

    • 30 min
    Challenging the inflation consensus

    Challenging the inflation consensus

    Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global stocks and how Antipodes is positioning its portfolios for inflation. 

    • 23 min
    The emergence of new market leaders (Q1 2021 market update)

    The emergence of new market leaders (Q1 2021 market update)

    Antipodes CIO, Jacob Mitchell and Portfolio Manager, Alison Savas, provide a market update and review of Q1 2021. Economic stimulus, vaccine rollouts, bond yields and the ongoing market rotation (from growth to value) are discussed.

    • 21 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

pjmartin1 ,

Valueable

Really like these guys and the open investment discussions.

Danielle FDS ,

Great insights!

Looking forward to the next update.

Johnn In ,

Value investing

Good listening for anyone interested in how value investors are investing in the markets.

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