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

June 24, 2020 00:37:36
Episode Cover

Global Banks: Resilience in the Face of Crisis

Against the volatile backdrop of today’s economic environment, bank stocks stand out. In our view, the banking system today can sustain a once-in-a-century level...

Listen

Episode

July 25, 2024 00:45:56
Episode Cover

The Power of Patience: Unlocking Value Investing's Long-Term Rewards

CEO/Portfolio Manager Caroline Cai and Founder/Portfolio Manager Rich Pzena discuss the current opportunity for disciplined value investors, hosted by Director of Business Development and...

Listen

Episode 0

February 05, 2021 00:47:09
Episode Cover

2021 Outlook for Value

CEO/Co-CIO Rich Pzena and Portfolio Manager Allison Fisch talk about the turn in value’s favor and what’s in store in 2021. Recording Date: January...

Listen