17 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Investing in the wake of a pandemic

We’ve witnessed dramatic fiscal and monetary responses to the COVID-19 pandemic. Now we must look at how that stimulus is likely to evolve and consider the longer-term outlook for stock markets in this context.

09 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Could extreme market cap/performance concentration signal a turning point?

Despite a global pandemic that has been sending shock waves through economies, market cap concentration has surpassed previous historical highs seen during the dot-com bubble. Could this be signalling a turning point?

08 May 2020 By Chris Connolly & Graham Hay (Portfolio Managers)

The outlook for oil: supply, demand and COVID-19

The oil sell off has largely been at the front end of the futures curve with little change in long term price expectations. In this article, the Antipodes team examines oil supply, demand and the impacts of COVID-19.

30 Apr 2020 By By Sunny Bangia, Portfolio Manager

China’s ‘new retail’ revolution: A generational opportunity

In this article, Sunny Bangia provides in-depth analysis on Alibaba and JD.com, two companies at the forefront on the new retail revolution underway in China.

28 Apr 2020 By Antipodes

Yum China offers defensive growth and attractive value

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Antipodes believes Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.

27 Apr 2020 By Antipodes

Alibaba at the centre of the new retail phenomenon in China

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Alibaba is at the centre of the new retail phenomenon in China.

24 Apr 2020 By Antipodes

New retail: The case for growth in China

COVID-19 webinar series: Sunny Bangia outlines why Antipodes believes there’s a positive outlook for growth in the Chinese e-commerce sector.

16 Apr 2020 By Antipodes

Looking towards a post COVID-19 world

COVID-19 webinar series: Jacob Mitchell explains some key factors the Antipodes team is considering when looking towards the COVID-19 recovery phase.

14 Apr 2020 By Antipodes

Identifying compelling investment opportunities in healthcare

COVID-19 webinar series: Dr Nick Cameron outlines how Antipodes identifies compelling investment opportunities within the global healthcare space.

09 Apr 2020 By Antipodes

A key metric for policy makers in the fight against COVID-19

COVID-19 webinar series: Dr Nick Cameron outlines a key healthcare metric that could determine the duration of COVID-19 lockdowns across the globe.

31 Mar 2020 By Antipodes

Identifying opportunities in a crisis

COVID-19 webinar series: During the Antipodes March webinar, focussing on the investment implications of the spread of COVID-19, Jacob Mitchell discusses how Antipodes views companies and sectors during a market crisis.

30 Mar 2020 By Antipodes

Why the US will struggle to deal with a COVID-19 recession

COVID-19 webinar series: Jacob Mitchell explains why the US will struggle to deal with the stimulus it needs to offset the credit crunch and solvency risk resulting from the impacts of the spread of COVID-19. 

29 Mar 2020 By Antipodes

Junk bond market tail risk and the companies to be hit hardest

COVID-19 webinar series: Jacob Mitchell explains that unlike the GFC, banks have approached the COVID-19 economic downturn with sound balance sheets. Much of the junk bond market tail risk lies in institutional and retail balance sheets.

28 Mar 2020 By Antipodes

3 unknowns that will determine the severity of the COVID-19 downturn

COVID-19 webinar series: Jacob Mitchell outlines three unknowns which Antipodes believes will ultimately determine the severity of the developing economic downturn.

13 Mar 2020 By By Jacob Mitchell, Chief Investment Officer. With contributions from Rameez Sadikot, Sector Head, Quantitative & Macroeconomic Team and Nick Cameron, Sector Head, Healthcare

Coronavirus update

Coronavirus (COVID-19) is playing out in real-time. In this article, the Antipodes team provides an overview of the investment implications.

09 Mar 2020 By Antipodes

AFR: How this PhD-armed investor sees the virus playing out

Antipodes healthcare sector head, Nick Cameron, shares his thoughts on the coronavirus situation and the implications for the healthcare sector with The Australian Financial Review.

09 Mar 2020 By

AFR: Oil crisis revives GFC memories for sharemarket

Antipodes Portfolio Manager, Chris Connolly speaks to The Australian Financial Review about plunging oil prices and the expected economic knock-on effects.

22 Jan 2020 By Andrew Gibson, Senior Investment Analyst

Honda: A compelling investment case within an unloved sector

The auto sector frequently graces the headlines for all the wrong reasons, but a company we believe provides a compelling investment opportunity is Honda.

20 Feb 2020 By Jacob Mitchell, Chief Investment Officer

Growth traps: Why investors should be wary

In this video, Jacob Mitchell explains why investors must be cautious about growth traps, along with value traps, as multiple dispersion widens across all sectors.

05 Mar 2020 By Antipodes

Webinar: Antipodes Global Investment Company portfolio update

Antipodes Global Investment Company (ASX:APL) half-year FY2020 shareholder update

06 Jan 2020 By Jacob Mitchell, Antipodes Founder, CIO and Lead Portfolio Manager

Challenging the consensus: Is the world becoming Japan?

Is the world becoming Japan? It’s a question many investors are asking with interest rates falling to all-time lows across the world and real growth expectations collapsing.

28 Jan 2020 By Jacob Mitchell, Antipodes Founder, CIO and Lead Portfolio Manager

Merck & Co: Defensive growth and quality at an attractive valuation

Jacob Mitchell outlines why Antipodes believes pharmaceutical giant Merck offers investors exposures to defensive growth and quality attributes, at a highly attractive price.

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.

20 Feb 2020 By Antipodes

Investor Daily: Microsoft’s structural advantage

In this article for Investor Daily, TMT sector head James Rodda explains why Antipodes believes Microsoft has a strong structural advantage, placing it ahead of competitors.

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.

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 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 Apr 2020 By By Sunny Bangia, Portfolio Manager

China’s ‘new retail’ revolution: A generational opportunity

In this article, Sunny Bangia provides in-depth analysis on Alibaba and JD.com, two companies at the forefront on the new retail revolution underway in China.

28 Apr 2020 By Antipodes

Yum China offers defensive growth and attractive value

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Antipodes believes Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.

27 Apr 2020 By Antipodes

Alibaba at the centre of the new retail phenomenon in China

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Alibaba is at the centre of the new retail phenomenon in China.

24 Apr 2020 By Antipodes

New retail: The case for growth in China

COVID-19 webinar series: Sunny Bangia outlines why Antipodes believes there’s a positive outlook for growth in the Chinese e-commerce sector.

16 Apr 2020 By Antipodes

Looking towards a post COVID-19 world

COVID-19 webinar series: Jacob Mitchell explains some key factors the Antipodes team is considering when looking towards the COVID-19 recovery phase.

14 Apr 2020 By Antipodes

Identifying compelling investment opportunities in healthcare

COVID-19 webinar series: Dr Nick Cameron outlines how Antipodes identifies compelling investment opportunities within the global healthcare space.

17 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Investing in the wake of a pandemic

We’ve witnessed dramatic fiscal and monetary responses to the COVID-19 pandemic. Now we must look at how that stimulus is likely to evolve and consider the longer-term outlook for stock markets in this context.

09 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Could extreme market cap/performance concentration signal a turning point?

Despite a global pandemic that has been sending shock waves through economies, market cap concentration has surpassed previous historical highs seen during the dot-com bubble. Could this be signalling a turning point?

08 May 2020 By Chris Connolly & Graham Hay (Portfolio Managers)

The outlook for oil: supply, demand and COVID-19

The oil sell off has largely been at the front end of the futures curve with little change in long term price expectations. In this article, the Antipodes team examines oil supply, demand and the impacts of COVID-19.

30 Apr 2020 By By Sunny Bangia, Portfolio Manager

China’s ‘new retail’ revolution: A generational opportunity

In this article, Sunny Bangia provides in-depth analysis on Alibaba and JD.com, two companies at the forefront on the new retail revolution underway in China.

13 Mar 2020 By By Jacob Mitchell, Chief Investment Officer. With contributions from Rameez Sadikot, Sector Head, Quantitative & Macroeconomic Team and Nick Cameron, Sector Head, Healthcare

Coronavirus update

Coronavirus (COVID-19) is playing out in real-time. In this article, the Antipodes team provides an overview of the investment implications.

22 Jan 2020 By Andrew Gibson, Senior Investment Analyst

Honda: A compelling investment case within an unloved sector

The auto sector frequently graces the headlines for all the wrong reasons, but a company we believe provides a compelling investment opportunity is Honda.

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. 

09 Jun 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Could extreme market cap/performance concentration signal a turning point?

Despite a global pandemic that has been sending shock waves through economies, market cap concentration has surpassed previous historical highs seen during the dot-com bubble. Could this be signalling a turning point?

08 May 2020 By Chris Connolly & Graham Hay (Portfolio Managers)

The outlook for oil: supply, demand and COVID-19

The oil sell off has largely been at the front end of the futures curve with little change in long term price expectations. In this article, the Antipodes team examines oil supply, demand and the impacts of COVID-19.

28 Apr 2020 By Antipodes

Yum China offers defensive growth and attractive value

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Antipodes believes Yum China offers a compelling defensive investment opportunity as China enters the COVID-19 recovery phase.

27 Apr 2020 By Antipodes

Alibaba at the centre of the new retail phenomenon in China

COVID-19 webinar series: In this highlight, Sunny Bangia explains why Alibaba is at the centre of the new retail phenomenon in China.

24 Apr 2020 By Antipodes

New retail: The case for growth in China

COVID-19 webinar series: Sunny Bangia outlines why Antipodes believes there’s a positive outlook for growth in the Chinese e-commerce sector.

16 Apr 2020 By Antipodes

Looking towards a post COVID-19 world

COVID-19 webinar series: Jacob Mitchell explains some key factors the Antipodes team is considering when looking towards the COVID-19 recovery phase.

09 Mar 2020 By Antipodes

AFR: How this PhD-armed investor sees the virus playing out

Antipodes healthcare sector head, Nick Cameron, shares his thoughts on the coronavirus situation and the implications for the healthcare sector with The Australian Financial Review.

09 Mar 2020 By

AFR: Oil crisis revives GFC memories for sharemarket

Antipodes Portfolio Manager, Chris Connolly speaks to The Australian Financial Review about plunging oil prices and the expected economic knock-on effects.

20 Feb 2020 By Antipodes

Investor Daily: Microsoft’s structural advantage

In this article for Investor Daily, TMT sector head James Rodda explains why Antipodes believes Microsoft has a strong structural advantage, placing it ahead of competitors.

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.

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.

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. 

20 Feb 2020 By Jacob Mitchell, Chief Investment Officer

Growth traps: Why investors should be wary

In this video, Jacob Mitchell explains why investors must be cautious about growth traps, along with value traps, as multiple dispersion widens across all sectors.

05 Mar 2020 By Antipodes

Webinar: Antipodes Global Investment Company portfolio update

Antipodes Global Investment Company (ASX:APL) half-year FY2020 shareholder update

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.

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.

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.

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. 

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