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

January 31, 2025 00:56:51
Episode Cover

2025 Global Outlook for Value

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...

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

Episode

July 29, 2025 00:47:52
Episode Cover

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...

Listen