Why We’re Adding Exposure to the Natural Gas Sector

A compelling supply demand equation is emerging for the natural gas sector which could set the foundations for a significant multi-year hydrocarbon cycle.
Read MoreA compelling supply demand equation is emerging for the natural gas sector which could set the foundations for a significant multi-year hydrocarbon cycle.
Read MoreThree key issues – inflation, the power crunch, and China’s economy – reverberated during the third quarter of 2021 and continue to present a complex backdrop for global equity investors.
Read MoreThe focus on investing through an ESG lens has intensified. But, as Antipodes’ Alison Savas argues, it’s not as simple as buying stocks with ‘green credentials’, or divesting those with poor backward-looking metrics.
Read MoreWhen taking a pragmatic approach, value can be found right across the market spectrum – even in big tech – by identifying resilient businesses that are cheap relative to their growth profile and peers.
Read MoreAlison Savas from Antipodes looks at both sides of the inflation debate, the structural drivers that could lead to higher inflation and how Antipodes is positioning for inflation.
Read MoreAlison Savas from Antipodes runs through her thoughts on the world’s markets at present, where the risks lie, and how the Antipodes Global Fund’s portfolio is currently positioned.
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