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Energy and commodities: strengthening portfolios today, but what about the future?

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Manage episode 324083761 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia and the longer-term outlook for the sectors.

In part two, hear a discussion about some of Antipodes' best investment ideas for exposure to longer-term energy and commodity trends.

Part 1 (1:00)

  • Why Antipodes' global portfolios have been overweight energy.
  • The impacts of the war in Ukraine on the energy and commodity sectors.
  • Decarbonisation and the longer-term outlook for energy and commodities.

Part 2 (14:30)

  • Technip Energies (EPA: TE) & Siemens Energy (ETR: ENR).
  • Nutrien (TSE: NTR).
  • Exposure to gold stocks - Newcrest Mining (ASX: NCM) & Barrick Gold (NYSE: GOLD).

For more investment insights visit antipodes.com

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 324083761 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia and the longer-term outlook for the sectors.

In part two, hear a discussion about some of Antipodes' best investment ideas for exposure to longer-term energy and commodity trends.

Part 1 (1:00)

  • Why Antipodes' global portfolios have been overweight energy.
  • The impacts of the war in Ukraine on the energy and commodity sectors.
  • Decarbonisation and the longer-term outlook for energy and commodities.

Part 2 (14:30)

  • Technip Energies (EPA: TE) & Siemens Energy (ETR: ENR).
  • Nutrien (TSE: NTR).
  • Exposure to gold stocks - Newcrest Mining (ASX: NCM) & Barrick Gold (NYSE: GOLD).

For more investment insights visit antipodes.com

  continue reading

47 episodes

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