As winter approaches, Europe is facing an unprecedented natural gas supply shortage. How has this happened and what are the ramifications for global energy markets?

Alison Savas and Max Shramchenko discuss Europe's energy crisis and examine three companies exposed to the natural gas sector - Coterra Energy (NYSE: CTRA), Exxon Mobil (NYSE: XOM) & Technip Energies (EPA: TE).

Alison Savas and James Rodda discuss the three big topics that dominated market news in Q3 2021 - inflation, energy shortages and China's economy. They also discuss the investment case for new portfolio holding, Frontier Communications (NASDAQ: FYBR).

This episode focusses on how investors can generate alpha through an ESG lens. Topics discussed include decarbonisation and the transition to green energy, corporate governance and identifying companies misunderstood from an ESG perspective.  

Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst some of the biggest tech stocks in world.

1.12: Why a pragmatic approach to value investing is required in a new world of disruption 

2.36: Microsoft

8.10: Facebook

16.00: Oracle Corporation

21:50 Amazon, Tesco and the new retail landscape

29:40: Growth taps (Zoom Video Communications)

Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead.

0.40: Examining growth outperformance in Q2 and the rotation in market leadership 

5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond 

9.55: Is the premium being paid for US equities sustainable? 

13:45: The key risks for equity investors today 

19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent, Oracle). 

24:50: Investing in China and the Asia region against a backdrop of regulatory and geopolitical concerns 

For some time investors looking to get exposure to the rise of China looked to popular western-owned global brands such as Nike or Starbucks. But the dynamics are shifting and are continuing to evolve. A breed of Chinese domestic brands are on the rise and are likely to take market share. Hear from Antipodes Portfolio Managers Sunny Bangia and Alison Savas as they discuss the equities at forefront of China's rapidly evolving economy. 

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. 

Antipodes CIO, Jacob Mitchell and Portfolio Manager, Alison Savas, provide a market update and review of Q1 2021. Economic stimulus, vaccine rollouts, bond yields and the ongoing market rotation (from growth to value) are discussed.

As the auto industry embarks on the biggest transition in its history, a global race to dominate EVs is underway. Tesla, the first-mover, is being challenged by Volkswagen, a German giant on a mission to reinvent itself. Antipodes Portfolio Managers, Alison Savas and Andrew Gibson, discuss what has become a case of unwarranted multiple dispersion and a major pragmatic value investing opportunity. 

Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By investing in semiconductor manufacturing, investors can achieve robust exposure to the ongoing digitisation of modern economies. Alison Savas and Graham Hay discuss Antipodes' key semiconductor holdings; Taiwan Semiconductor Manufacturing Company and Samsung.