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

December 02, 2025 00:39:56
Episode Cover

30 Years at Pzena: Lessons from the Past, Vision for the Future

In honor of Pzena Investment Management's 30th Anniversary, founder Rich Pzena and CEO Caroline Cai consider the firm's past and future on our latest...

Listen

Episode 0

February 01, 2022 00:19:24
Episode Cover

Highlighted Holding Podcast - Ambev

Beer is big business for Ambev, the dominant producer and distributor of brew in Latin America and Canada. Near-term margin pressures provide a rare...

Listen

Episode

April 23, 2026 00:52:50
Episode Cover

AI & Capital Cycles

Today's episode features Portfolio Manager Dan Babkes joined by moderator Andy Williams, a Director of Client and Portfolio Services at the firm. Together, they...

Listen