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Listen "Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)"
Episode Synopsis
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most significant issues dominating the macroeconomic backdrop for global investors as we move into the final quarter of the calendar year.
In Part 1 (00:30) of this new podcast episode, Alison Savas and Sunny Bangia provide listeners an insight into the way Antipodes is approaching these global affairs and the anticipated consequences for investors.
In Part 2 (20:00), Alison and Sunny provide an update on Antipodes’ portfolio positioning and discuss portfolio holdings, Merck and Co (NYSE: MRK) and Diageo (LON: DGE)*.
Antipodes website: antipodes.com
Antipodes on Linkedin: Antipodes Partners
*Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
In Part 1 (00:30) of this new podcast episode, Alison Savas and Sunny Bangia provide listeners an insight into the way Antipodes is approaching these global affairs and the anticipated consequences for investors.
In Part 2 (20:00), Alison and Sunny provide an update on Antipodes’ portfolio positioning and discuss portfolio holdings, Merck and Co (NYSE: MRK) and Diageo (LON: DGE)*.
Antipodes website: antipodes.com
Antipodes on Linkedin: Antipodes Partners
*Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
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