ANTIPODES

Funds management

The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth....

Funds management

Maple-Brown Abbott has finalised an agreement to be acquired by a rival fund manager to create a firm with $18.6 billion in assets under management, just two months after...

Funds management

In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners....

Funds management

Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund....

People & Products

Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...

People & Products

Vihari Ross, who was responsible for leading Magellan’s 30-person global research team, has moved to Antipodes as a portfolio manager. ...

Funds management

A global economic environment dominated by stagflation has become Antipodes ‘base case’ as global markets deal with a second supply-side shock that the firm says will tak...

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Funds management

The jury is out on whether Chinese equities are at risk over the long term from an enduring conflict in the Ukraine, with disparate views between fund managers....

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Funds management

The high market concentration of mega-cap tech names is leaving the market more vulnerable to shocks in the future, according to managers. ...

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Funds management

With headwinds emerging and business growth expected to slow in the future, Facebook is now a value stock, according to Antipodes....

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Features

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

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Funds management

Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...

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Funds management

Investors are getting “overexcited” about the strong share price growth of certain technology names that had seen their shares sell-off, according to Antipodes....

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Funds management

Investors are fixated on the growth of Tesla at the expense of other electric vehicle manufacturers, according to Antipodes....

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Expert Analysis

Asia is on the cusp of global leadership, writes Sunny Bangia, with five areas of the economy in particular set to help with future growth....

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