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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 futu...
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 to...
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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