Good Value | Pragmatic Value Investing
Business:Investing
Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global stocks and how Antipodes is positioning its portfolios for inflation.
Investing in a higher for longer world: tech, commodities, or both?
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
State of play for EV stocks & the auto industry winners and losers
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
2024 sector-specific stock market ideas (and what to avoid)
A turning point for Brazilian stocks?
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
3 stock ideas in one of the world’s most undervalued markets
Quarterly Update: A stock market with no margin for error (Q2 2023)
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
3 Chinese stocks to watch amid the rocky recovery
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Life after SIVB and CS: Winners and losers in global financials
Dr Christian Bruch on the energy transition
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Antipodes’ sector-specific investment outlooks for 2023
Investing in Emerging Markets
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Antipodes’ approach to shorting
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