Good Value | Pragmatic Value Investing
Business:Investing
Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include:
This is our final episode for the year. We thank you all for listening and wish you a safe and happy holiday period. Remember to follow us on LinkedIn or Twitter to stay up to date with our insights.
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)
Investing in Emerging Markets
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Antipodes’ approach to shorting
RWE’s Michael Muller on Europe’s power crunch
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