Asian equities to outperform

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Leading value manager, Antipodes Partners, believes Asian stocks are primed for a long-term period of outperformance as Asia’s leading economies emerge with strength from COVID-19. “Asia, in particular China, has emerged from COVID stronger than many major western economies, with fiscal and government debt intact,” said Antipodes Asia Fund co-portfolio manager, Sunny Bangia. “Money creation

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US ETF industry gets more active

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Relaxation of disclosure regulations in the United States could see the Exchange Traded Fund (ETF) market, especially actively managed ETFs, expand rapidly in the US and in Australia, according to locally-based global equities manager Antipodes Partners. Last week the United States’ Securities and Exchange Commission provided conditional approval to allow active ETFs in the US

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Global equities outlook for 2019

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With volatility rearing its head in October, the question remains as to whether this will normalise, or increase towards year end and into 2019. In the US, against a backdrop of relatively subdued inflation, growth is soaring, with Trump’s domestic policy analogous to burning all the furniture in the room. Whilst some indicators, such as

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Antipodes Partners fund added to Colonial First State’s FirstChoice investment menu

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Leading global equities investment boutique Antipodes Partners has had its Global Long-Short Strategy added to Colonial First State’s FirstChoice platform. Antipodes’ assets under management (AUM) has increased to approximately A $7 billion in just three years since its formation – with around half being sourced from institutions and half from retail investors (including SMSFs and

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Global equities outlook – focus on alpha

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Investors can expect continued market volatility in the coming months, according to leading investment boutique Antipodes Partners. Though there are several things they can do to reduce it within their portfolios. “The start of the year saw investors initially grapple with concerns around accelerating inflation and rising interest rates,” noted Jacob Mitchell, Founder and Chief

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As demand for global equities grows, Antipodes Partners expands – plans active ETF

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Leading investment boutique Antipodes Partners has been a big beneficiary of increased demand from local investors, both institutional and retail, for global equities over the past year. Its assets under management (AUM) has increased to ~$7 billion in just three years since its formation – with around half being sourced from institutions and half from

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