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

March 30, 2023 00:24:27
Episode Cover

ESG Opportunity List

Adrian Jackson hosts this lively discussion where Portfolio Manager John Flynn and ESG Research Analyst Luke Longinotti discuss Pzena’s approach to ESG. Pzena’s Opportunity...

Listen

Episode

January 28, 2026 00:53:28
Episode Cover

2026 Global Outlook for Value

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss our 2026 global outlook, hosted by Director of Business Development and Client...

Listen

Episode 0

August 27, 2020 00:34:01
Episode Cover

Rare Opportunity in Small Cap Stocks

The cheapest small cap stocks (based on our valuation) are trading at some of the lowest levels we've seen in almost a decade. Portfolio...

Listen