In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of.
 
Key Times:
 
0:35 | Graham Hay - Hardware, Industrials & Commodities Portfolio Manager

Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS)
Sector to avoid: Large cap technology stocks

8:45 | Nick Cameron - Healthcare Portfolio Manager

Stock to watch: Alcon AG (SWX: ALC)
Sector to avoid: Small to mid-cap medical device companies

16:15 | Max Shramchenko - Infrastructure Portfolio Manager

Stock to watch: RWE AG (ETR: RWE)
Sector to avoid: Conventional power generating assets in US

23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager

Stock to watch: Alphabet Inc (NASDAQ: GOOG)
Sector to avoid: Large cap technology stocks (ex Alphabet)

28:30 | John Stavliotis - Emerging Markets Portfolio Manager

Stock to watch: DiDi Global Inc. (ADR: DIDIY)
Sector to avoid: Indian Mid cap Universe

 
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

Ver todos los episodios