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, Antipodes Founder, CIO and Lead Portfolio Manager. 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, Antipodes 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, Antipodes Founder, CIO and Lead Portfolio Manager

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.

13 Mar 2020 By By Jacob Mitchell, Antipodes Founder, CIO and Lead Portfolio Manager. 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, Antipodes 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, Antipodes Founder, CIO and Lead Portfolio Manager

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.

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?

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. 

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.

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, Antipodes Founder, CIO and Lead Portfolio Manager

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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