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

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...

Episode 0

March 17, 2021 • 00:34:08

Energy Investments in a Zero-Carbon World

Co-CIO John Goetz, energy analyst TVR Murti, and ESG analyst Rachel Segal discuss the opportunities presented by the upcoming transition for the energy sector....

Episode 0

November 23, 2021 • 00:28:38

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...