3 stock ideas in one of the world’s most undervalued markets

At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world. 

In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest UK-listed holdings; Diageo, Tesco, and NatWest. 

Key Times:

• Inflation in the UK & macro outlook: 1:30
• Diageo (LON: DGE): 6:30
• Tesco (LON: TSCO): 13:40
• NatWest Group (LON: NWG): 21:20

Stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security. 

More about Antipodes: antipodes.com