Antipodes Magnified: Quarterly Update (Q3 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 ArticlePolicy, Politics & Potential: China insights with John Garnaut
China expert, John Garnaut joins Investment Director, Alison Savas to discuss the state of China’s economy, its policy landscape, and the potential risks and opportunities for investors. John is the...
View ArticleAFR: Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket. Click here to read this article on The...
View ArticleThe Pitch: Emerging Markets Q&A with John Stavliotis
In this interview series with Livewire Markets, emerging markets portfolio manager, John Stavliotis, discusses why investors should consider allocating to emerging market equities, and shares insights...
View ArticleAntipodes Asia Insight Series – Update with Anna Ho, Head of Credit Research...
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 Asia Insight Series – Update with Gordon Ip, Portfolio Manager...
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: Alphabet Inc. (NASDAQ: GOOGL)
Portfolio Manager, James Rodda explains why Alphabet Inc. is a great example of pragmatic value. Subscribe to receive the latest news and insights from the Antipodes team Subscribe to updates...
View ArticleUS election aftermath: Stocks to watch & how will the Fed react in 2025?
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election. Rameez discusses what the Antipodes team believes investor...
View ArticleVihari Ross presents at Sohn Hearts & Minds 2024
Antipodes Portfolio Manager Vihari Ross takes the audience on a journey through the airline industry, focusing on Airbus (EPA:AIR), at the 2024 Sohn Hearts & Minds Conference. Subscribe to...
View ArticleStocks to watch in 2025 (portfolio manager picks across tech, hardware,...
In this year-end episode for 2024, Alison Savas invites Antipodes’ Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the...
View ArticleAntipodes Magnified: Buy, Hold or Sell – 5 Stocks with controversial leaders
Livewire’s Ally Selby is joined by Antipodes’ Jacob Mitchell and Magellan’s Arvid Streimann where they discuss five businesses who have controversial leaders, and whether they believe the resulting...
View ArticleAntipodes Magnified: Quarterly Update (Q4 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 ArticleState of the markets: AI inflection point, central bank gold buying & the Mag...
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes’ portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch...
View ArticleThe evolution of stock market behaviour: Interview with Antipodes’ senior trader
In this podcast episode, Antipodes Investment Director, Alison Savas, interviews Antipodes Senior Trader Steve Sevier, Key Times: Steve reflects on trading through the mid 2000s: 2:00 A trader’s...
View ArticleAntipodes Magnified: Alcon AG (SWX: ALC)
Portfolio Manager, Nick Cameron, provides an overview of the investment case for Swiss-American pharmaceutical and medical device company, Alcon AG. Subscribe to receive the latest news and insights...
View ArticleJacob Mitchell at the 2025 Pinnacle Insights Series
Watch a replay of Jacob Mitchell’s presentation at the Pinnacle Insights Series, held in February 2025. The presentation covers Antipodes’ pragmatic value investing approach, market and macro...
View ArticleBuy Hold Sell: 5 global tech leaders (and 2 more you simply can’t ignore)
Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths Subscribe to receive the latest news and insights from the Antipodes team Subscribe to...
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