During this 20 minute webinar, Jacob Mitchell, Chief Investment Officer at Antipodes Partners, will discuss key interest rate sensitive exposures in the Antipodes portfolios.
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- Global valuation dispersion – Look beyond the headlines!
- When the only real yield stocks left are banks, what do you do?
o Buy strong incumbent banks holding sound collateral, e.g. ING Groep and KB Financial
o Short expensive yield, e.g. infrastructure imitators and other “junk bond” beneficiaries