Finding value and maintaining confidence in a FOMO world

December 20, 2021

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing.

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How to define value

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing. Key topics include:

What does value investing mean to you?
To what extent are growth and value used as inputs in the decision making around amounts invested into global equity markets?
Is there a target period to hold any particular investment?
Inflation scenario’s
The likely direction of rates in major markets

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Finding value and maintaining confidence in a FOMO world

Is inflation still bubbling under the surface?

Inflation - looking through the noise part 1 - the US

US dips down while Australia dances to a different tune

If China is reaching the end of a debt driven growth model and what comes next?

Fed ready to do whatever it takes

Deep dive on Australian inflation and the latest from the US

Markets End Financial Year on a Turbulent Note

Delicately Balanced Markets React to Mixed Economic Signals and Political Uncertainty

US Inflation Decline Triggers Market Shift

A Week of Contrasts in Global Markets: From Record Highs to Renewed Growth Concerns

A Week of Mixed Market Movements: Small Caps Rise as Tech Wavers

Andrew Hunt's visit to New York and some key implications for global markets

Helping your clients assess the climate impact of their Portfolio

Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

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