Good Value | Pragmatic Value Investing
Business:Investing
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid.
1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager.
6:20: Nick Cameron - Healthcare Portfolio Manager
15:00: Max Shramchenko - Infrastructure Portfolio Manager
21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager
27:00: John Stavliotis - Emerging Markets Portfolio Manager
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