Value Opportunities in an Uncertain World

PzenaPerspectives

Oct 05 2022 | 00:35:46

00:00 / 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

July 29, 2025 • 00:47:52

2025 Mid-Year Global Outlook for Value Webinar

Co-CIO and PM John Goetz and PM Evan Fox discuss our mid-year global outlook and how markets react in volatile times, hosted by Director...

Episode

March 14, 2025 • 00:34:06

The Value Stocks to Watch - 2025

In this episode, a selection of our Portfolio Managers across different strategies weigh in on their 'stocks to watch' for the upcoming year.Thanks to:John...

Episode

January 16, 2024 • 00:55:59

2024 Global Outlook for Value

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value...