Quarterly Update: A stock market with no margin for error (Q2 2023)
Quarterly Update: A stock market with no margin for error (Q2 2023)
The recent stock market rally has become increasingly unbalanced. The NASDAQ is up almost 40% this year and just 10% of... Read more
2 Aug 2023
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31mins
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of... Read more
13 Jul 2023
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33mins
3 Chinese stocks to watch amid the rocky recovery
3 Chinese stocks to watch amid the rocky recovery
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chine... Read more
14 Jun 2023
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34mins
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the ... Read more
3 May 2023
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41mins
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Life after SIVB and CS: Winners and losers in global financials
Life after SIVB and CS: Winners and losers in global financials
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that rem... Read more
2 Apr 2023
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31mins
Dr Christian Bruch on the energy transition
Dr Christian Bruch on the energy transition
Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment... Read more
7 Mar 2023
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40mins
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency. In part 1 ... Read more
5 Feb 2023
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30mins
Antipodes’ sector-specific investment outlooks for 2023
Antipodes’ sector-specific investment outlooks for 2023
Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors co... Read more
20 Dec 2022
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31mins
Investing in Emerging Markets
Investing in Emerging Markets
In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavlio... Read more
4 Dec 2022
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31mins
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act... Read more
4 Nov 2022
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26mins
