In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead.

1:00 | Graham Hay - Industrials (Honeywell International Inc)

Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). 

Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably indicative of future performance. A

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A bonus audio version of our Q3 2025 market and portfolio positioning update. 

The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.

They also discuss where Antipodes is finding value in today's market.

Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research.

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In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. 

Anthony shares perspectives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive. 

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Content in this podcast should not be considered to be investment advice. It is general information only which doesn't consider your personal financial situation, objectives, or needs. Stock commentary should not be considered as recommedations to buy, hold, or sell any security. Seek professional advice before making investing decisions. 

A bonus audio version of our Q2 2025 market and portfolio positioning update. 

Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, and how Antipodes is positioning portfolios in the current landscape. 

Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.

They unpack the valuation gap between SMIDs and large caps, and how Antipodes’ strong investment platform and industry-led research approach provides a unique edge in identifying mis-priced opportunities.

Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of the Antipodes team's best investment ideas.