
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Dec 18, 2025 - 45:44
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Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending...
Australian banks vs US & European banks is an episode from Good Value by Antipodes Partners. Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks...
This episode belongs to Good Value.
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Published Jul 26, 2024, 29:19 long, audio available.