Antipodes Partners

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...

Ahead of the Pinnacle 2020 Virtual Summit, we asked three global equities managers to share a chart from their presentation and explain its importance and the...

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...