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 0

April 23, 2020 • 00:33:50

The Next Great Depression or the Next Value Opportunity?

The next depression? A virus-driven recession? Cyclical recovery? How long? How deep? Our CEO discusses value investing during the COVID-19 crisis. Disclosure This recording...

Episode 0

February 05, 2021 • 00:47:09

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...

Episode 0

April 17, 2023 • 00:20:39

Banks, Volatility, and Value

In this episode, Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann sit down with Pzena’s Co-Head of North American Distribution, Valerie Mignone...