Value Opportunities in an Uncertain World

October 05, 2022 00:35:46
Value Opportunities in an Uncertain World
PzenaPerspectives
Value Opportunities in an Uncertain World

Oct 05 2022 | 00:35:46

/

Show Notes

Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name a few. With equity markets under pressure, where do value stocks stand? Portfolio Manager Allison Fisch and Co-Chief Investment Officer John Goetz discuss their mid-year outlook. (Recorded in July 2022) Disclosure […]

Other Episodes

Episode 0

February 28, 2023 00:46:02
Episode Cover

2023 Outlook for Value Webinar

CEO and Portfolio Manager Caroline Cai and President and Portfolio Manager Allison Fisch discuss the 2023 outlook for value in this special episode of...

Listen

Episode

April 14, 2025 00:26:59
Episode Cover

Tariffs and Turbulence

Today’s episode features Portfolio Manager John Flynn and Director of Business Development and Client Services Adrian Jackson. They discuss the topical subject of tariffs...

Listen

Episode

April 12, 2024 00:29:03
Episode Cover

The Case for China: Investing Beyond the Headlines

Portfolio Managers Allison Fisch and John Goetz discuss value opportunities in the Chinese market.   Recording Date: April 2024 For Professional Investors Only. This recording...

Listen