09 Apr 2021 By Antipodes

Jacob Mitchell: Where will all the stimulus go?

In this Livewire Markets interview, Jacob Mitchell discusses his views on investor behaviour in current markets, US stimulus, rising bond yields and details major longer-term investment themes Antipodes is building exposure to.

29 Mar 2021 By Antipodes

Investing in EVs: Tesla, VW and the race to dominate

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. Tesla, Volkswagen and the evolution of the EV market is discussed in this episode on the Good Value Podcast.

06 Apr 2021 By Antipodes

Sydney Morning Herald: ‘It’s American driven’ – US holds the keys to Asian inflation

In this interview with the Sydney Morning Herald, Sunny Bangia (PM of the Antipodes Asia Fund) discusses the relationship between inflation in Asia and stimulus in the United States.

05 Mar 2021 By Antipodes

Antipodes Asia Fund: Riding Asia’s ascent

In this interview, Antipodes Asia Fund Portfolio Manager, Sunny Bangia, explains how the Fund’s long short portfolio is constructed and reveals the key areas the team is building exposure to and the major risks.

25 Feb 2021 By Alison Savas, Client Portfolio Manager

Podcast: Investing in semiconductors

In this episode on the Good Value podcast, Alison Savas and Graham Hay discuss Antipodes’ exposure to semiconductor manufacturers. Semiconductors are critical for big tech and next generation technology, yet the global market is dominated by just two companies.

24 Feb 2021 By Sunny Bangia

Asia has risen, now its poised to lead

Exposure to Asia can no longer be ignored. Continued strong economic growth, even in the face of severe stress-tests, leaves the region positioned for its much-anticipated period of market leadership. Sunny Bangia explains 3 key drivers of regional growth and how Antipodes is providing exposure.

11 Feb 2021 By Antipodes

Pinnacle Insight Series: Alison Savas – where to for Global Markets?

Watch on demand: During the Pinnacle Insight Series 2021, Alison Savas discusses Antipodes’ views on the direction of global markets and where the greatest investment opportunities and risk lie.

09 Feb 2021 By Antipodes

Webinar: Why 2021 is the time to invest in Asian equities

In this webinar, Antipodes Asia Fund co-portfolio manager, Sunny Bangia outlines why now is a good time to invest in Asia and explains Antipodes current positioning and outlook for the region.

02 Feb 2021 By Antipodes

Quarterly Review Webinar: Q4 2020

Watch on demand: Alison Savas and Sunny Bangia discuss Antipodes’ outlook for global markets in 2021 and review the major market moves and events that shaped Q4, 2020.

18 Dec 2020 By Antipodes

Podcast: Why investors can’t ignore decarbonisation

In the final Good Value podcast episode for 2020, Alison Savas and Graham Hay discuss decarbonisation – a theme we think will be one of the most important for investors in the coming decade and beyond.

26 Nov 2020 By Alison Savas, Client Portfolio Manager

Podcast: Investing in the reopening

In the latest episode on the Antipodes podcast, Alison Savas and Andrew Baud discuss Antipodes ‘reopening exposures’ in the re-emerging financials, retail and travel sectors.

11 Nov 2020 By Alison Savas, Client Portfolio Manager

White paper: The catalysts to unlocking value

In this white paper, Alison Savas, outlines the central case and key catalysts for a regime change in markets – where investors turn from growth to value.

10 Nov 2020 By Vinayak Muralidharan, Investment Analyst

When pessimism rules, investment opportunities can emerge

Could the current market pessimism surrounding financials present a unique investment opportunity? In this article, Vinayak Muralidharan analyses the investment case for one US retail bank with significant embedded value.

29 Oct 2020 By Antipodes

Podcast: US election – two pathways, one destination

Antipodes believes all roads lead to a cyclical global economic recovery, however there are some more immediate implications of Democratic or Republican election success.

23 Oct 2020 By Antipodes

Podcast: The pathway to COVID-19 vaccination

A COVID-19 vaccine breakthrough would have a material impact on global stock markets, so will we see a vaccine in 2021? One of the world’s leading experts in vaccine development believes it’s more than likely.

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

Why value matters when growth is on a tear

Jacob Mitchell explains why it’s more important than ever for investors to maintain a value-style exposure in their investment portfolios.

31 Jul 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Gaining exposure to Europe’s green future

Decarbonisation in Europe is a significant investment theme and we think investors should be thinking about how to position portfolios for what is a very long term cycle. Currently Antipodes’ portfolios have roughly a 12.5% exposure to this cycle.

27 Aug 2020 By Antipodes

AFR: Is the herd being led into growth purgatory?

In this article written for The Australian Financial Review, Jacob Mitchell discusses the perils of buying stocks trading on excessive multiples.

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?

22 Sep 2020 By Antipodes

Pinnacle 2020 Virtual Summit: Jacob Mitchell

In this 15 minute presentation at the Pinnacle 2020 Virtual Summit, Jacob Mitchell shares insights into Antipodes’ current approach to global investing and highlights 3 key investment themes offering compelling opportunities.

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.

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.

02 Sep 2020 By Antipodes

SAAFA 2020 Conference: Jacob Mitchell and Sunny Bangia

Jacob Mitchell and Sunny Bangia discuss the outlook for Asian markets at the Stockbrokers and Financial Advisers Association Conference.

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.

11 Mar 2021 By Antipodes

Antipodes Global Investment Company Limited (ASX:APL) Half-year FY2021 results webinar

This webinar provides an update on the Company’s financials and investment portfolio from the Company’s Chairman Jonathan Trollip and Antipodes’ Chief Investment Officer, Jacob Mitchell.

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.

05 Mar 2021 By Antipodes

Antipodes Asia Fund: Riding Asia’s ascent

In this interview, Antipodes Asia Fund Portfolio Manager, Sunny Bangia, explains how the Fund’s long short portfolio is constructed and reveals the key areas the team is building exposure to and the major risks.

25 Feb 2021 By Alison Savas, Client Portfolio Manager

Podcast: Investing in semiconductors

In this episode on the Good Value podcast, Alison Savas and Graham Hay discuss Antipodes’ exposure to semiconductor manufacturers. Semiconductors are critical for big tech and next generation technology, yet the global market is dominated by just two companies.

24 Feb 2021 By Sunny Bangia

Asia has risen, now its poised to lead

Exposure to Asia can no longer be ignored. Continued strong economic growth, even in the face of severe stress-tests, leaves the region positioned for its much-anticipated period of market leadership. Sunny Bangia explains 3 key drivers of regional growth and how Antipodes is providing exposure.

11 Feb 2021 By Antipodes

Pinnacle Insight Series: Alison Savas – where to for Global Markets?

Watch on demand: During the Pinnacle Insight Series 2021, Alison Savas discusses Antipodes’ views on the direction of global markets and where the greatest investment opportunities and risk lie.

09 Feb 2021 By Antipodes

Webinar: Why 2021 is the time to invest in Asian equities

In this webinar, Antipodes Asia Fund co-portfolio manager, Sunny Bangia outlines why now is a good time to invest in Asia and explains Antipodes current positioning and outlook for the region.

02 Feb 2021 By Antipodes

Quarterly Review Webinar: Q4 2020

Watch on demand: Alison Savas and Sunny Bangia discuss Antipodes’ outlook for global markets in 2021 and review the major market moves and events that shaped Q4, 2020.

24 Feb 2021 By Sunny Bangia

Asia has risen, now its poised to lead

Exposure to Asia can no longer be ignored. Continued strong economic growth, even in the face of severe stress-tests, leaves the region positioned for its much-anticipated period of market leadership. Sunny Bangia explains 3 key drivers of regional growth and how Antipodes is providing exposure.

11 Nov 2020 By Alison Savas, Client Portfolio Manager

White paper: The catalysts to unlocking value

In this white paper, Alison Savas, outlines the central case and key catalysts for a regime change in markets – where investors turn from growth to value.

10 Nov 2020 By Vinayak Muralidharan, Investment Analyst

When pessimism rules, investment opportunities can emerge

Could the current market pessimism surrounding financials present a unique investment opportunity? In this article, Vinayak Muralidharan analyses the investment case for one US retail bank with significant embedded value.

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

Why value matters when growth is on a tear

Jacob Mitchell explains why it’s more important than ever for investors to maintain a value-style exposure in their investment portfolios.

31 Jul 2020 By Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager

Gaining exposure to Europe’s green future

Decarbonisation in Europe is a significant investment theme and we think investors should be thinking about how to position portfolios for what is a very long term cycle. Currently Antipodes’ portfolios have roughly a 12.5% exposure to this cycle.

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?

09 Mar 2020 By Antipodes

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.

24 Feb 2021 By Sunny Bangia

Asia has risen, now its poised to lead

Exposure to Asia can no longer be ignored. Continued strong economic growth, even in the face of severe stress-tests, leaves the region positioned for its much-anticipated period of market leadership. Sunny Bangia explains 3 key drivers of regional growth and how Antipodes is providing exposure.

11 Nov 2020 By Alison Savas, Client Portfolio Manager

White paper: The catalysts to unlocking value

In this white paper, Alison Savas, outlines the central case and key catalysts for a regime change in markets – where investors turn from growth to value.

10 Nov 2020 By Vinayak Muralidharan, Investment Analyst

When pessimism rules, investment opportunities can emerge

Could the current market pessimism surrounding financials present a unique investment opportunity? In this article, Vinayak Muralidharan analyses the investment case for one US retail bank with significant embedded value.

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?

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.

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.

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.

09 Apr 2021 By Antipodes

Jacob Mitchell: Where will all the stimulus go?

In this Livewire Markets interview, Jacob Mitchell discusses his views on investor behaviour in current markets, US stimulus, rising bond yields and details major longer-term investment themes Antipodes is building exposure to.

06 Apr 2021 By Antipodes

Sydney Morning Herald: ‘It’s American driven’ – US holds the keys to Asian inflation

In this interview with the Sydney Morning Herald, Sunny Bangia (PM of the Antipodes Asia Fund) discusses the relationship between inflation in Asia and stimulus in the United States.

05 Mar 2021 By Antipodes

Antipodes Asia Fund: Riding Asia’s ascent

In this interview, Antipodes Asia Fund Portfolio Manager, Sunny Bangia, explains how the Fund’s long short portfolio is constructed and reveals the key areas the team is building exposure to and the major risks.

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

Why value matters when growth is on a tear

Jacob Mitchell explains why it’s more important than ever for investors to maintain a value-style exposure in their investment portfolios.

27 Aug 2020 By Antipodes

AFR: Is the herd being led into growth purgatory?

In this article written for The Australian Financial Review, Jacob Mitchell discusses the perils of buying stocks trading on excessive multiples.

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 Antipodes

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.

09 Apr 2021 By Antipodes

Jacob Mitchell: Where will all the stimulus go?

In this Livewire Markets interview, Jacob Mitchell discusses his views on investor behaviour in current markets, US stimulus, rising bond yields and details major longer-term investment themes Antipodes is building exposure to.

29 Mar 2021 By Antipodes

Investing in EVs: Tesla, VW and the race to dominate

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. Tesla, Volkswagen and the evolution of the EV market is discussed in this episode on the Good Value Podcast.

05 Mar 2021 By Antipodes

Antipodes Asia Fund: Riding Asia’s ascent

In this interview, Antipodes Asia Fund Portfolio Manager, Sunny Bangia, explains how the Fund’s long short portfolio is constructed and reveals the key areas the team is building exposure to and the major risks.

25 Feb 2021 By Alison Savas, Client Portfolio Manager

Podcast: Investing in semiconductors

In this episode on the Good Value podcast, Alison Savas and Graham Hay discuss Antipodes’ exposure to semiconductor manufacturers. Semiconductors are critical for big tech and next generation technology, yet the global market is dominated by just two companies.

11 Feb 2021 By Antipodes

Pinnacle Insight Series: Alison Savas – where to for Global Markets?

Watch on demand: During the Pinnacle Insight Series 2021, Alison Savas discusses Antipodes’ views on the direction of global markets and where the greatest investment opportunities and risk lie.

09 Feb 2021 By Antipodes

Webinar: Why 2021 is the time to invest in Asian equities

In this webinar, Antipodes Asia Fund co-portfolio manager, Sunny Bangia outlines why now is a good time to invest in Asia and explains Antipodes current positioning and outlook for the region.

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.

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