In our final podcast episode for the year, 4 members of our team discuss what watch in 2023 across key sectors. Stocks discussed include: TotalEnergies $TTE, Sanofi $SAN, Align $ALGN, Wuliangye Yibin, and UniCredit $UCG. Listen on all podcast platforms. open.spotify.com/episode/2Zok5k…

Jacob Mitchell discusses some our investment team's views on many of the key topics currently facing global equities investors. He also shares one of our best investment ideas for 2023 and beyond - Siemens Energy $ENR afr.com/markets/equity…

The great earnings cycle divide, beware the bear market rally, examining the case for #gold, plus why $NCM is in demand. That’s all in our latest podcast episode with Alison Savas and Rameez Sadikot. open.spotify.com/episode/3G2VB2…

On Livewire Markets: The evolving gold market dynamics & why Newcrest is in demand. #goldprice $NCM livewiremarkets.com/wires/the-evol…

Don't bank on the pivot: 3 global stocks to navigate macro uncertainty $SAN $TTE #Midea #Fed #stocks Livewire Markets livewiremarkets.com/wires/don-t-ba…

In the Financial Review, Jacob Mitchell outlines why we think Australian bank shareholders, especially those seeking yield, are in a vulnerable position. $ANZ $CBA $NAB $WBC afr.com/markets/equity…

Fantastic to present at the annual #ValueInvestor Conference in London, where Jacob Mitchell discussed one of our team's best investment ideas - Siemens Energy   If you missed the conference you can listen to our podcast with the CEO of Siemens Energy at antipodes.com/blog/siemens-e…

Is the growth trade back, or is this a trap? Recession fears and Fed pivot expectations have investors crowding back into mega-cap tech, but are these companies becoming more cyclical? $MSFT $META $ORCL $AAPL $GOOGL #stocks #investing #NASDAQ livewiremarkets.com/wires/is-growt…

In our latest podcast episode: - What happened to the #China stock market resurgence? - Why we think investors must maintain exposure to the world’s second-largest economy - 3 Chinese stocks to watch #stocks #investing #EmergingMarkets antipodes.com/blog/examining…

In the Financial Times from our investment director, Alison Savas: “We agree Nvidia is a great business, but as a value investor we can’t make that multiple work.” $NVDA $AAPL $AMZN ft.com/content/598cf1…

A “vanishingly small” chance of the US avoiding recession | Hear Ian Harnett and Absolute Strategy Research’s most recent #macro observations on our latest podcast episode. podcasts.apple.com/au/podcast/goo…

Thanks to Podbam for listing our investment team’s monthly podcast amongst its top #valueinvesting #podcasts list. podbam.com/value-investin…

In Financial Review's ESG special report this week, Graham Hay (portfolio manager - hardware, industrials and commodities), explains why we think #Toyota is an under-appreciated energy transition play. afr.com/wealth/investi…

French-listed building materials manufacturer Saint-Gobain develops & manufactures the building materials of the future. Over 70% of its revenue is linked to sustainability. Saint-Gobain’s CEO, Benoit Bazin is the guest on our latest podcast episode. antipodes.com/blog/building-…

Video | Vihari Ross discusses how our team aims to identify mis-priced investment opportunities in global equity markets, and provides an overview of three key holdings in our portfolios – $ASAI3, $ORCL, and $SGO. antipodes.com/blog/vihari-ro…

In a new article for FirstlinksAus, Antipodes portfolio manager, Vihari Ross examines 3 under-the-radar investment opportunities. firstlinks.com.au/3-under-radar-…

In our latest podcast episode we discuss 2 key stock market sectors – tech and commodities – as the market tilts towards the higher for longer interest rate scenario. Listen on Spotify below, or search "Good Value by Antipodes" on any other platform. open.spotify.com/episode/3D8rer…

#Trump vs #Harris - What are the #USElection2024 implications for #stockmarkets? A discussion with Absolute Strategy Research now on our podcast. Listen on Apple, Spotify or Podbean (search 'Good Value by Antipodes'). open.spotify.com/episode/5HDWK6…