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3 stock ideas in one of the world’s most undervalued markets

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Manage episode 375687513 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.

At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world.

In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest UK-listed holdings; Diageo, Tesco, and NatWest.

Key Times:

  • Inflation in the UK & macro outlook: 1:30
  • Diageo (LON: DGE): 6:30
  • Tesco (LON: TSCO): 13:40
  • NatWest Group (LON: NWG): 21:20

Stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.

More about Antipodes: antipodes.com

  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 375687513 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.

At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world.

In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest UK-listed holdings; Diageo, Tesco, and NatWest.

Key Times:

  • Inflation in the UK & macro outlook: 1:30
  • Diageo (LON: DGE): 6:30
  • Tesco (LON: TSCO): 13:40
  • NatWest Group (LON: NWG): 21:20

Stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.

More about Antipodes: antipodes.com

  continue reading

46 episodes

All episodes

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