5 Antipodes sector specialists on the stocks and key trends to watch in 2026

Good Value | Pragmatic Value Investing
18/12/2025 45 min Episodio 64
5 Antipodes sector specialists on the stocks and key trends to watch in 2026

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Episode Synopsis

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)

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