Dec 10 2024 36 mins 4
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of.
Key Times:
0:35 | Graham Hay - Hardware, Industrials & Commodities Portfolio Manager
- Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS)
- Sector to avoid: Large cap technology stocks
8:45 | Nick Cameron - Healthcare Portfolio Manager
- Stock to watch: Alcon AG (SWX: ALC)
- Sector to avoid: Small to mid-cap medical device companies
16:15 | Max Shramchenko - Infrastructure Portfolio Manager
- Stock to watch: RWE AG (ETR: RWE)
- Sector to watch: Conventional power generating assets in US
23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager
- Stock to watch: Alphabet Inc (NASDAQ: GOOG)
- Sector to watch: Large cap technology stocks (ex Alphabet)
28:30 | John Stavliotis - Emerging Markets Portfolio Manager
- Stock to watch: DiDi Global Inc. (ADR: DIDIY)
- Sector to watch: Indian Mid cap Universe
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.
