
Sign up to save your podcasts
Or


In recent weeks the wheels have been turning on a market rotation as positive news continues to be released regarding the progress of COVID-19 vaccine developments. We now enter 2021 with confidence that it will be a year in which we see a continuing rebound in global economic activity with vaccine adoption acting as the accelerant. So, with this in mind, Antipodes Portfolio Managers Alison Savas and Andrew Baud discuss "reopening beneficiaries" within the beaten-down financials, retail and travel sectors.
By Antipodes Partners5
11 ratings
In recent weeks the wheels have been turning on a market rotation as positive news continues to be released regarding the progress of COVID-19 vaccine developments. We now enter 2021 with confidence that it will be a year in which we see a continuing rebound in global economic activity with vaccine adoption acting as the accelerant. So, with this in mind, Antipodes Portfolio Managers Alison Savas and Andrew Baud discuss "reopening beneficiaries" within the beaten-down financials, retail and travel sectors.

943 Listeners

20 Listeners

45 Listeners

797 Listeners

8,876 Listeners

196 Listeners

52 Listeners

13 Listeners

61 Listeners

21 Listeners

208 Listeners

435 Listeners

22 Listeners

20 Listeners

11 Listeners