Good Value Briefing | Goldilocks: perhaps a fairy-tale, but markets still...
Key points The pathway for inflation is down, but a key point of contention is if sticky rents prevent the Fed from achieving its target. Expectations around rate cuts in the US have tempered but...
View ArticleFinding opportunities amid uncertainty
We are targeting non-US listed multinationals with significant exposure to the US economy as an attractively priced way to exploit any soft landing in America. As the S&P 500 continues to set new...
View ArticleSeeking value in the auto sector
Covid-related supply chain disruptions had a dramatic impact on the industry, curtailing demand by around 30m units, or around one-third of pre-pandemic global auto sales. This supply-driven...
View ArticleThe risks ‘higher for longer’ rates pose to private equity
While it’s possible higher-for-longer rates may not have a significant impact on the US economy overall, the private equity (PE) business model and PE-backed businesses could come under pressure. US...
View ArticleDaimler CEO underlines the stock’s appeal
The truck-making sector is highly consolidated, with the bulk of the market controlled by just four operators, according to Martin Daum, CEO of Daimler. The company claims around a 40% share of the...
View ArticleCould Japan’s record share market rally ignite a call to action by Korean...
Korean and Japanese companies share many structural similarities. Conglomerates within the two neighbouring North Asian economies typically have a large, dominant shareholder (often a family) with...
View ArticleWinners and losers in the auto industry
With recent news headlines such as BYD selling more electric vehicles than Tesla, and Toyota’s push with solid state batteries, Antipodes investment director Alison Savas and portfolio manager Andy...
View ArticleInterview with Martin Daum, CEO of Daimler Truck
In this episode, Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world’s largest manufacturer of commercial vehicles. It builds trucks,...
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Good Value Briefing | Could Korean equities match Japan’s record stock market...
Key points Is Korea following the corporate reform path blazed by Japan? Any increase in balance sheet efficiency, unwinding of cross-shareholdings and greater shareholder distributions will see...
View ArticleInvesting in a higher for longer world: tech, commodities, or both?
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher...
View ArticleForeign investors return, but can Chinese stocks thrive again? (3 China...
In this episode Alison Savas is joined by Antipodes Portfolio Manager, John Stavliotis to discuss the Chinese stock market. Regulatory and economic fear has gripped Chinese stock markets in recent...
View ArticleAntipodes Magnified: Investing in China’s Power Grid
Subscribe to receive the latest news and insights from the Antipodes team Subscribe to updates IMPORTANT INFORMATION: Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975,...
View ArticleAntipodes Magnified: Quarterly Update (Q2 2024)
Subscribe to receive the latest news and insights from the Antipodes team Subscribe to updates IMPORTANT INFORMATION: This communication has been prepared by Antipodes Partners Limited (‘Antipodes’)...
View ArticleIf the next move for rates is down should investors bother with banks?
Over the past year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and...
View ArticleVihari Ross at the 2024 Pinnacle Investment Summit
In this presentation, Vihari Ross discusses Antipodes Pragmatic Value approach to investing. The global supermarket sector serves as an example of paying the right price relative to business...
View ArticleJacob Mitchell at the 2024 Pinnacle Investment Summit
In this Big Picture presentation, Jacob Mitchell explains how intellectual property investment is driving the current investment cycle. This video was recorded at the Pinnacle Investment Summit, held...
View ArticleAntipodes Magnified: Capital One Financial (NYSE: COF)
Subscribe to receive the latest news and insights from the Antipodes team Subscribe to updates IMPORTANT INFORMATION: This communication has been prepared by Antipodes Partners Limited (‘Antipodes’)...
View ArticleIan Harnett: Very unusual earnings concentration in US markets
In this podcast episode, Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research, shares big picture macroeconomic perspectives and views on the state of global stock...
View ArticleTrump vs Harris: How markets will respond to the US Presidential election...
In part two of Antipodes interview series with Absolute Strategy Research (ASR), Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment...
View ArticleAntipodes Magnified: Ventas Inc (NYSE: VTR)
Subscribe to receive the latest news and insights from the Antipodes team Subscribe to updates IMPORTANT INFORMATION: This communication has been prepared by Antipodes Partners Limited (‘Antipodes’)...
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