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5 Antipodes sector specialists on the stocks and key trends to watch in 2026
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 Intern...
About This Episode
5 Antipodes sector specialists on the stocks and key trends to watch in 2026 is an episode from Good Value by Antipodes Partners. In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing t...
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Episode Details
Published Dec 17, 2025, 45:44 long, audio available.
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Questions About This Episode
What is 5 Antipodes sector specialists on the stocks and key trends to watch in 2026 about?
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)
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Which podcast is 5 Antipodes sector specialists on the stocks and key trends to watch in 2026 from?
5 Antipodes sector specialists on the stocks and key trends to watch in 2026 is an episode from Good Value by Antipodes Partners.
How long is this episode?
This episode is 45:44 long.
When was this episode published?
This episode was published on Dec 17, 2025.
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Are there related episodes from Good Value?
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Where can I listen to 5 Antipodes sector specialists on the stocks and key trends to watch in 2026?
You can listen to 5 Antipodes sector specialists on the stocks and key trends to watch in 2026 on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
5 Antipodes sector specialists on the stocks and key trends to watch in 2026 is from Good Value by Antipodes Partners.
What are the episode details?
Published Dec 17, 2025 and 45:44 long