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Home > Good Value > 5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Podcast: Good Value
Episode:

5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Category: Business
Duration: 00:45:44
Publish Date: 2025-12-17 23:30:48
Description:

In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead.

Key times:

1:00 | Graham Hay - Industrials (Honeywell International Inc)
8:30 | Nick Cameron - Healthcare (Merck & Co Inc)
17:30 | Max Shramchenko - Infrastructure (Companhia de Saneamento Básico do Estado de São Paulo)
26:30 | James Rodda - Technology (Oracle Corp)
35:00 | John Stavliotis - Emerging Markets (Globant SA)
Total Play: 0