Energy and commodities: strengthening portfolios today, but what about the future?

The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia and the longer-term outlook for the sectors.

In part two, hear a discussion about some of Antipodes' best investment ideas for exposure to longer-term energy and commodity trends. 

Part 1 (1:00)

• Why Antipodes' global portfolios have been overweight energy.
• The impacts of the war in Ukraine on the energy and commodity sectors.
• Decarbonisation and the longer-term outlook for energy and commodities.

Part 2 (14:30)

• Technip Energies (EPA: TE) & Siemens Energy (ETR: ENR).
• Nutrien (TSE: NTR).
• Exposure to gold stocks - Newcrest Mining (ASX: NCM) & Barrick Gold (NYSE: GOLD).

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