Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, and how Antipodes is positioning portfolios in the current landscape.

Antipodes Magnified | Q2 2025 Market Update (Audio Version)

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.