Good Value | Pragmatic Value Investing
Business:Investing
When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode, Antipodes CIO Jacob Mitchell shares his views on the recent stock market moves and discusses 3 key themes to watch in 2022.
1:15 - Market commentary & the January 2022 big tech sell off
6:30 - Top theme to watch: Rising yields
8:55 - Top theme to watch: China's loosening monetary policy
12:50 - Top theme to watch: Europe in a "sweet spot"
17:20 - Stock to watch: Seagate Technology Holdings (NASDAQ: STX)
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
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
Challenging the inflation consensus
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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