Challenging the inflation consensus

Good Value | Pragmatic Value Investing
24/05/2021 23 min Episodio 8
Challenging the inflation consensus

Listen "Challenging the inflation consensus"

Descargar episodio Ver en sitio original

Episode Synopsis

Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global stocks and how Antipodes is positioning its portfolios for inflation. 

More episodes of the podcast Good Value | Pragmatic Value Investing

5 Antipodes sector specialists on the stocks and key trends to watch in 2026 18/12/2025
Opportunities in global small and mid-cap companies 02/12/2025
Antipodes Magnified | Q3 2025 Market Update (Audio Version) 31/10/2025
Two-speed America: fiscal tailwinds, AI boom and market implications 30/10/2025
Ian Harnett: A period of transition for global equities? 02/10/2025
The active vs passive investing debate (and how should your kids invest?) 28/08/2025
Antipodes Magnified | Q2 2025 Market Update (Audio Version) 01/08/2025
Why the macro could be getting riskier for stock market investors 24/07/2025
The market's best kept secret? Investing in global small and mid caps (SMIDs) 26/06/2025
China Market Lens: Stocks and Sectors to Watch 29/05/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA