29 Nov 2021 By Alison Savas, Client Portfolio Manager

Why we’re adding exposure to the natural gas sector

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.

25 Nov 2021 By Antipodes

Equity Mates: What is pragmatic value?

Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.

27 Oct 2021 By Alison Savas, Client Portfolio Manager

Our analysis of three key topics dominating global equity markets

Inflation, the power crunch, and China’s economy are issues that reverberated during Q3 2021 and continue to present a complex backdrop for global equity investors. These topics, and a new portfolio addition, are discussed in this podcast episode.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

15 Oct 2021 By Antipodes

Firstlinks: Jacob Mitchell on his biggest investing lessons

As a guest on the Wealth of Experience podcast, Jacob Mitchell was interviewed by Firstlinks Managing Director, Graham Hand. Jacob discussed Antipodes’ investment approach and views on markets and the economy.

20 Sep 2021 By Alison Savas, Client Portfolio Manager

ESG: Driving change and generating alpha

The focus on investing through an ESG lens has intensified. But it’s not as simple as buying stocks with ‘green credentials’, or divesting exposure to carbon or stocks that score poorly on backward-looking metrics.

03 Sep 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

A window of opportunity to catch China’s third consumption wave

Uncertainty is never good for short-term sentiment, but for the long-term investor, it can often present buying opportunities. This is the case when it comes to Chinese equities today, writes Sunny Bangia.

24 Aug 2021 By Alison Savas, Client Portfolio Manager

Value across the market spectrum

Listen to our latest podcast episode in which Alison Savas and James Rodda discuss Antipodes’ approach to uncovering value in all corners of the market – even big tech.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

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.

27 Jul 2021 By John Stavliotis, Senior Investment Analyst

Tencent: A growing digital empire at an attractive valuation

Tencent is a digital empire that is embedded in the everyday life of the Chinese consumer. In this article we examine the company’s growth, it’s valuation and how it’s positioned to weather regulatory risk and other short term uncertainty.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

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.

23 Jun 2021 By Alison Savas, Client Portfolio Manager

China: Looking beyond the old favourites

In this episode on the Good Value Podcast, Sunny Bangia and Alison Savas explain how Antipodes is investing in China and discuss a number of attractively priced stocks, with strong long-term growth profiles.

02 Jul 2021 By Antipodes

The Australian Investors Podcast: Investing in Asia with Sunny Bangia

Antipodes Asia Fund Portfolio Manager, Sunny Bangia, discusses Antipodes’ approach to investing in Asia in this episode of the Australian Investors Podcast.

05 Aug 2021 By Antipodes

Pinnacle Investment Summit 2021: Listed funds – the road ahead

In these panel sessions, Antipodes Managing Director, Andrew Findlay puts the opportunities and challenges facing Listed Investment Companies and ETFs under the microscope and speaks about the listed investment opportunities offered by Antipodes.

16 Jun 2021 By Antipodes

Equity Mates: Sunny Bangia interview series

In this video series, Antipodes Asia Fund portfolio manager, Sunny Bangia shares insights into investing in the Asia region, with a particular focus on Asia tech.

25 May 2021 By Alison Savas, Client Portfolio Manager

Challenging the inflation consensus

We’d argue many portfolios are poorly positioned for higher inflation over the longer-term, yet there are major socio-macroeconomic shifts that could indeed see inflation skewed higher for longer. Listen to our latest podcast episode or read our analysis on the outlook for inflation.

27 Apr 2021 By Alison Savas, Client Portfolio Manager

Slowly, but surely – the emergence of new market leaders 

Q1 2021 market update: An overview of Antipodes’ portfolio positioning and the investment team’s views on stimulus, bond yields and the continuation of the rotation into low multiple stocks

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.

24 Feb 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

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.

20 Jan 2021 By Owen Scarrott, Investment and ESG Analyst

Decarbonisation & Norsk Hydro

In this article, Owen Scarrott examines Norsk Hydro – a low-cost and low-carbon producer of aluminium. It is one of the key decarbonisation beneficiaries in Antipodes’ portfolio.

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.

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.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

15 Oct 2021 By Antipodes

Firstlinks: Jacob Mitchell on his biggest investing lessons

As a guest on the Wealth of Experience podcast, Jacob Mitchell was interviewed by Firstlinks Managing Director, Graham Hand. Jacob discussed Antipodes’ investment approach and views on markets and the economy.

20 Sep 2021 By Alison Savas, Client Portfolio Manager

ESG: Driving change and generating alpha

The focus on investing through an ESG lens has intensified. But it’s not as simple as buying stocks with ‘green credentials’, or divesting exposure to carbon or stocks that score poorly on backward-looking metrics.

03 Sep 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

A window of opportunity to catch China’s third consumption wave

Uncertainty is never good for short-term sentiment, but for the long-term investor, it can often present buying opportunities. This is the case when it comes to Chinese equities today, writes Sunny Bangia.

24 Aug 2021 By Alison Savas, Client Portfolio Manager

Value across the market spectrum

Listen to our latest podcast episode in which Alison Savas and James Rodda discuss Antipodes’ approach to uncovering value in all corners of the market – even big tech.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

03 Sep 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

A window of opportunity to catch China’s third consumption wave

Uncertainty is never good for short-term sentiment, but for the long-term investor, it can often present buying opportunities. This is the case when it comes to Chinese equities today, writes Sunny Bangia.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

27 Jul 2021 By John Stavliotis, Senior Investment Analyst

Tencent: A growing digital empire at an attractive valuation

Tencent is a digital empire that is embedded in the everyday life of the Chinese consumer. In this article we examine the company’s growth, it’s valuation and how it’s positioned to weather regulatory risk and other short term uncertainty.

24 Feb 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

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.

20 Jan 2021 By Owen Scarrott, Investment and ESG Analyst

Decarbonisation & Norsk Hydro

In this article, Owen Scarrott examines Norsk Hydro – a low-cost and low-carbon producer of aluminium. It is one of the key decarbonisation beneficiaries in Antipodes’ portfolio.

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.

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.

03 Sep 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

A window of opportunity to catch China’s third consumption wave

Uncertainty is never good for short-term sentiment, but for the long-term investor, it can often present buying opportunities. This is the case when it comes to Chinese equities today, writes Sunny Bangia.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

27 Jul 2021 By John Stavliotis, Senior Investment Analyst

Tencent: A growing digital empire at an attractive valuation

Tencent is a digital empire that is embedded in the everyday life of the Chinese consumer. In this article we examine the company’s growth, it’s valuation and how it’s positioned to weather regulatory risk and other short term uncertainty.

24 Feb 2021 By Sunny Bangia, Antipodes Asia Fund Portfolio Manager

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.

20 Jan 2021 By Owen Scarrott, Investment and ESG Analyst

Decarbonisation & Norsk Hydro

In this article, Owen Scarrott examines Norsk Hydro – a low-cost and low-carbon producer of aluminium. It is one of the key decarbonisation beneficiaries in Antipodes’ portfolio.

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.

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.

25 Nov 2021 By Antipodes

Equity Mates: What is pragmatic value?

Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

15 Oct 2021 By Antipodes

Firstlinks: Jacob Mitchell on his biggest investing lessons

As a guest on the Wealth of Experience podcast, Jacob Mitchell was interviewed by Firstlinks Managing Director, Graham Hand. Jacob discussed Antipodes’ investment approach and views on markets and the economy.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

02 Jul 2021 By Antipodes

The Australian Investors Podcast: Investing in Asia with Sunny Bangia

Antipodes Asia Fund Portfolio Manager, Sunny Bangia, discusses Antipodes’ approach to investing in Asia in this episode of the Australian Investors Podcast.

16 Jun 2021 By Antipodes

Equity Mates: Sunny Bangia interview series

In this video series, Antipodes Asia Fund portfolio manager, Sunny Bangia shares insights into investing in the Asia region, with a particular focus on Asia tech.

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.

29 Nov 2021 By Alison Savas, Client Portfolio Manager

Why we’re adding exposure to the natural gas sector

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.

25 Nov 2021 By Antipodes

Equity Mates: What is pragmatic value?

Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.

27 Oct 2021 By Alison Savas, Client Portfolio Manager

Our analysis of three key topics dominating global equity markets

Inflation, the power crunch, and China’s economy are issues that reverberated during Q3 2021 and continue to present a complex backdrop for global equity investors. These topics, and a new portfolio addition, are discussed in this podcast episode.

01 Nov 2021 By Antipodes

ASX Investor Day: Pragmatic value and the decarbonation investment cycle

In this presentation, Alison Savas discusses Antipodes’ pragmatic value approach and explains why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

20 Sep 2021 By Alison Savas, Client Portfolio Manager

ESG: Driving change and generating alpha

The focus on investing through an ESG lens has intensified. But it’s not as simple as buying stocks with ‘green credentials’, or divesting exposure to carbon or stocks that score poorly on backward-looking metrics.

24 Aug 2021 By Alison Savas, Client Portfolio Manager

Value across the market spectrum

Listen to our latest podcast episode in which Alison Savas and James Rodda discuss Antipodes’ approach to uncovering value in all corners of the market – even big tech.

27 Jul 2021 By Jacob Mitchell, Chief Investment Officer

Hype abated, but the cycle is yet to run its course

While much hype surrounded the emergence of a market rotation during 1Q 2021, throughout 2Q, multiple dispersion again approached dot-com bubble extremes. So, what’s next? Jacob Mitchell outlines Antipodes’ views and portfolio positioning.

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.

23 Jul 2021 By Antipodes

Sunny Bangia interview with Chris Judd: Opportunities in China

Sunny Bangia speaks to Chris Judd on the Talk Ya Book podcast about the most attractive investment opportunities in China and the Asia region.

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.

23 Jun 2021 By Alison Savas, Client Portfolio Manager

China: Looking beyond the old favourites

In this episode on the Good Value Podcast, Sunny Bangia and Alison Savas explain how Antipodes is investing in China and discuss a number of attractively priced stocks, with strong long-term growth profiles.

02 Jul 2021 By Antipodes

The Australian Investors Podcast: Investing in Asia with Sunny Bangia

Antipodes Asia Fund Portfolio Manager, Sunny Bangia, discusses Antipodes’ approach to investing in Asia in this episode of the Australian Investors Podcast.

05 Aug 2021 By Antipodes

Pinnacle Investment Summit 2021: Listed funds – the road ahead

In these panel sessions, Antipodes Managing Director, Andrew Findlay puts the opportunities and challenges facing Listed Investment Companies and ETFs under the microscope and speaks about the listed investment opportunities offered by Antipodes.

16 Jun 2021 By Antipodes

Equity Mates: Sunny Bangia interview series

In this video series, Antipodes Asia Fund portfolio manager, Sunny Bangia shares insights into investing in the Asia region, with a particular focus on Asia tech.

25 May 2021 By Alison Savas, Client Portfolio Manager

Challenging the inflation consensus

We’d argue many portfolios are poorly positioned for higher inflation over the longer-term, yet there are major socio-macroeconomic shifts that could indeed see inflation skewed higher for longer. Listen to our latest podcast episode or read our analysis on the outlook for inflation.

27 Apr 2021 By Alison Savas, Client Portfolio Manager

Slowly, but surely – the emergence of new market leaders 

Q1 2021 market update: An overview of Antipodes’ portfolio positioning and the investment team’s views on stimulus, bond yields and the continuation of the rotation into low multiple stocks

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.

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.

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.

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.

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