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.
RWE’s Michael Muller on Europe’s power crunch
Quarterly update: The time for a contrarian mindset (Q2 2022)
Seagate Technology : Uncovering value amid the Nasdaq bear market
Meta & the battle for digital advertising supremacy
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
Energy and commodities: strengthening portfolios today, but what about the future?
Norsk Hydro: An aluminium giant for the new world
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
Europe‘s energy crisis
Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
Uncovering ESG investing opportunities
Finding value in big tech
Quarterly update: Outlook for global equities (Q2 2021)
Antipodes' approach to investing in China
Quarterly update: The emergence of new market leaders (Q1 2021)
Tesla, Volkswagen and the race for EV domination
The tech behind big tech - why semiconductors are like shovels in a gold rush
Why investors can't ignore decarbonisation
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