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

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

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

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...

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....

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

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

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...

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

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

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

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....

Antipodes is questioning the future growth of technology firms Alibaba and Facebook as both firms come under regulatory scrutiny. ...

Jacob Mitchell writes why market extremes are indicating a market rotation might be on the cards between value and growth....