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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Good Value | Pragmatic Value Investing
45 minutes
3 weeks ago
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
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.Key times:
1:00 | Graham Hay - Industrials (Honeywell International Inc)8:30 | Nick Cameron - Healthcare (Merck & Co Inc)17:30 | Max Shramchenko - Infrastructure (Companhia de Saneamento Básico do Estado de São Paulo)26:30 | James Rodda - Technology (Oracle Corp)35:00 | John Stavliotis - Emerging Markets (Globant SA)
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
