Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
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.
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
16.00: Oracle Corporation
21:50 Amazon, Tesco and the new retail landscape
29:40: Growth taps (Zoom Video Communications)
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
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.
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.
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.
Really like these guys and the open investment discussions.
Looking forward to the next update.
Good listening for anyone interested in how value investors are investing in the markets.