Good Value | Pragmatic Value Investing

Author: Antipodes Partners

A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Language: en

Genres: Business, Business News, Investing, News

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5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Episode 64
Wednesday, 17 December, 2025

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)