2025 Global Outlook for Value

January 31, 2025 00:56:51
2025 Global Outlook for Value
PzenaPerspectives
2025 Global Outlook for Value

Jan 31 2025 | 00:56:51

/

Show Notes

President/PM Allison Fisch and Co-CIO/PM Rich Pzena discuss the benefits of a disciplined approach to value investing in today’s market, hosted by Global Head of Consultant Relations, Dean Papas. The discourse is followed by a live Q&A session. Topics include: outlook for value in 2025 continued impact of concentrated markets the opportunity for stocks outside the US   For Professional Investors Only. This recording is for institutional investors, and in the UK for professional investors and eligible counterparties only. These materials are intended solely for informational purposes. The views expressed reflect the current views of Pzena Investment Management...

Other Episodes

Episode 0

December 18, 2023 00:31:11
Episode Cover

Finding Value in China

Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including companies they find most...

Listen

Episode

March 11, 2024 00:20:00
Episode Cover

Pzena's Best Ideas 2024

Want to know Pzena’s “best ideas”? Portfolio managers discuss the stocks they are finding most interesting right now on the latest episode of PzenaPerspectives. ...

Listen

Episode 0

November 23, 2021 00:28:38
Episode Cover

Highlighted Holding - Fresenius Medical Care

The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...

Listen