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

10-Year Series Part 4: Japan -Euthanasia of the Saver & Eurozone Competitiveness Differentials

Markets Steady Amid Geopolitical Tensions and Inflation Concerns

10-Year Series Part 2: QE Addiction and the Non-Bank Credit Boom

How Elections, Central Banks, and Geopolitical Tensions Moved Markets

10-Year Series Part 3: The Future Ain't What It Used To Be & Geopolitics

Strong U.S. Jobs Report and China's Disappointing Stimulus

The coming of the immaculate disinflation

Equity market declines, resilient bond markets, and the AI perspective

Markets dream of a soft landing

Mixed labour data sows the seeds of doubt and volatility

Disinflation driven impulse jump-starts a broad rally

Markets more or less flat as Fed continues as expected

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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