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2024 sector-specific stock market ideas (and what to avoid)

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Manage episode 390323601 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.

In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid.

1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager.

  • Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)

6:20: Nick Cameron - Healthcare Portfolio Manager

  • Sector to watch: Small to mid-cap medical device companies
  • Stock to watch: Alcon AG (SWX: ALC)

15:00: Max Shramchenko - Infrastructure Portfolio Manager

  • Sector to watch: Regulated utilities
  • Stock to watch: American Electric Power Company (NASDAQ: AEP)

21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager

  • Stock to watch: Oracle Corp (NYSE: ORCL)

27:00: John Stavliotis - Emerging Markets Portfolio Manager

  • Sector to watch: Brazilian stocks
  • Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 390323601 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.

In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid.

1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager.

  • Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)

6:20: Nick Cameron - Healthcare Portfolio Manager

  • Sector to watch: Small to mid-cap medical device companies
  • Stock to watch: Alcon AG (SWX: ALC)

15:00: Max Shramchenko - Infrastructure Portfolio Manager

  • Sector to watch: Regulated utilities
  • Stock to watch: American Electric Power Company (NASDAQ: AEP)

21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager

  • Stock to watch: Oracle Corp (NYSE: ORCL)

27:00: John Stavliotis - Emerging Markets Portfolio Manager

  • Sector to watch: Brazilian stocks
  • Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)

  continue reading

45 episodes

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