03 Dec 2019 By Alison Savas, Antipodes Client Portfolio Manager

Fiscal stimulus: The inevitable response to the world’s economic woes

Ultimately, we believe it is inevitable that countries will seek to generate growth through fiscal stimulus. What will this mean for bonds and bond-like equities which have now grown to account for more than 40% of the global market cap?

30 Oct 2019 By Antipodes

Webinar: Is the world becoming Japan?

In this webinar Jacob Mitchell discusses the Japanese economy and what global equity investors can learn from Japan’s decade of low rates and perceived economic stagnation.

24 Oct 2019 By James Rodda, Antipodes TMT Sector Head

Investing in Microsoft: A pragmatic value story that’s far from over

Finding attractive value in one of the world’s biggest companies might seem unusual for a value investor and to many Microsoft may seem expensive.

However, we’d argue that the rerating is justified.

29 Oct 2019 By Alison Savas, Antipodes Client Portfolio Manager

The ‘Duration Bubble’: Why investors are bypassing yield in the pursuit for duration

In a ‘zero-growth’ environment, one would expect investors to chase yield. But this is not happening. If this was the case, investors would be crowding into high dividend yielding stocks like European banks. They’re not.

21 Oct 2019 By Antipodes

Yahoo Finance: 3 reasons Microsoft offers ‘pragmatic value’

James Rodda explains why Antipodes believes Microsoft offers investors ‘pragmatic value’ in this article for Yahoo Finance.

28 Oct 2019 By Antipodes

Investment News NZ: Welcome to the ‘60s: how populism could disrupt the low-rate groove

Antipodes founder, Jacob Mitchell, told an Implemented Investment Solutions roadshow that the 1960s featured a rising tide of populism that set the stage for fiscal-fueled growth – and inflation.

15 Oct 2019 By Andrew Gibson, Antipodes Senior Investment Analyst

Siemens: Quality and growth, without the headlines

Andrew Gibson, Senior Investment Analyst, takes a closer look at how digital technology can help Siemens grow without being dependent upon the economic cycle.

15 Oct 2019 By Alison Savas, Antipodes Client Portfolio Manager

Investing in an age of uncertainty

We believe the biggest risk to your clients’ portfolios is overexposure to expensive growth.

Most will immediately think about exposure to growth-style funds, but overexposure can materialise in ways you may not fully appreciate.

30 Sep 2019 By Antipodes

The Australian: Firm finish for ASX after RBA rate cut

“As expected, the RBA cut rates again, signalling more is required to stimulate domestic activity,” Antipodes Partners chief investment officer Jacob Mitchell.

03 Dec 2019 By Alison Savas, Antipodes Client Portfolio Manager

Fiscal stimulus: The inevitable response to the world’s economic woes

Ultimately, we believe it is inevitable that countries will seek to generate growth through fiscal stimulus. What will this mean for bonds and bond-like equities which have now grown to account for more than 40% of the global market cap?

24 Oct 2019 By James Rodda, Antipodes TMT Sector Head

Investing in Microsoft: A pragmatic value story that’s far from over

Finding attractive value in one of the world’s biggest companies might seem unusual for a value investor and to many Microsoft may seem expensive.

However, we’d argue that the rerating is justified.

29 Oct 2019 By Alison Savas, Antipodes Client Portfolio Manager

The ‘Duration Bubble’: Why investors are bypassing yield in the pursuit for duration

In a ‘zero-growth’ environment, one would expect investors to chase yield. But this is not happening. If this was the case, investors would be crowding into high dividend yielding stocks like European banks. They’re not.

15 Oct 2019 By Andrew Gibson, Antipodes Senior Investment Analyst

Siemens: Quality and growth, without the headlines

Andrew Gibson, Senior Investment Analyst, takes a closer look at how digital technology can help Siemens grow without being dependent upon the economic cycle.

15 Oct 2019 By Alison Savas, Antipodes Client Portfolio Manager

Investing in an age of uncertainty

We believe the biggest risk to your clients’ portfolios is overexposure to expensive growth.

Most will immediately think about exposure to growth-style funds, but overexposure can materialise in ways you may not fully appreciate.

14 Oct 2019 By Jacob Mitchell, Antipodes Chief Investment Officer

Jacob Mitchell: Lessons from the Global Financial Crisis

You got to have appropriate focus as an investor. 80% of your time should be spent on identifying those companies, 20% thinking about macro and tail risks.

21 Oct 2019 By Antipodes

Yahoo Finance: 3 reasons Microsoft offers ‘pragmatic value’

James Rodda explains why Antipodes believes Microsoft offers investors ‘pragmatic value’ in this article for Yahoo Finance.

28 Oct 2019 By Antipodes

Investment News NZ: Welcome to the ‘60s: how populism could disrupt the low-rate groove

Antipodes founder, Jacob Mitchell, told an Implemented Investment Solutions roadshow that the 1960s featured a rising tide of populism that set the stage for fiscal-fueled growth – and inflation.

30 Sep 2019 By Antipodes

The Australian: Firm finish for ASX after RBA rate cut

“As expected, the RBA cut rates again, signalling more is required to stimulate domestic activity,” Antipodes Partners chief investment officer Jacob Mitchell.

16 Sep 2019 By Antipodes

Global Investment Megatrends: How Merck outpaces the ‘fast followers’

The search for pragmatic value not dogmatic value has led Antipodes Partners to invest in stocks such as Merck, Siemens and GE.

11 Sep 2019 By Antipodes

Australian Financial Review: ‘Worst case scenario’ over for the banks

“I think that the worst case scenario has been taken out of the banking sector – there will still be some mortgage growth,” says Antipodes portfolio manager Sunny Bangia.

13 Feb 2019 By Antipodes

Australian Financial Review: Antipodes says disruptors distract from main tech game

Investors should not get become distracted by “disruptor” technology stocks, says Jacob Mitchell, Founder and Chief Investment Officer at Antipodes Partners, who believes that incumbents remain the strongest investment options. 

30 Oct 2019 By Antipodes

Webinar: Is the world becoming Japan?

In this webinar Jacob Mitchell discusses the Japanese economy and what global equity investors can learn from Japan’s decade of low rates and perceived economic stagnation.

15 Oct 2019 By Andrew Gibson, Antipodes Senior Investment Analyst

Siemens: Quality and growth, without the headlines

Andrew Gibson, Senior Investment Analyst, takes a closer look at how digital technology can help Siemens grow without being dependent upon the economic cycle.

14 Oct 2019 By Jacob Mitchell, Antipodes Chief Investment Officer

Jacob Mitchell: Lessons from the Global Financial Crisis

You got to have appropriate focus as an investor. 80% of your time should be spent on identifying those companies, 20% thinking about macro and tail risks.

23 Aug 2019 By Antipodes Staff

How investors can benefit from the Antipodes LIC and active-ETF

In this video, Antipodes Partners Managing Director, Andrew Findlay, speaks about the listed investment opportunities offered by Antipodes and how they can help investors achieve their objectives.

22 Aug 2019 By Antipodes Staff

Jacob Mitchell: Are global economic tailwinds becoming headwinds?

In this video Portfolio Manager, Jacob Mitchell, outlines how Antipodes’ is avoiding impending macroeconomic risks and discovering quality investments in less obvious parts of the market.

28 Feb 2019 By Antipodes

Antipodes Global Investment Company (ASX:APL) Half Year Results and portfolio update

Andrew Findlay, Managing Director of the Manager (Antipodes Partners Limited) and Jacob Mitchell, CIO of the Manager discuss an update on the Company’s results and the portfolio

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