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

Markets stay strong despite manufacturing weakness and recession fears

Weak economic data, banking turmoil, and strong earnings results

Buffet Effect Boosts Japanese Market, US Consumer Remains Strong

It's quiet out there...

Markets mostly flat aside from Japan and tech titans

Investing in Japan with Platinum Asset Management: Compelling market valuation, favourable trends and hidden opportunities.

Stocks Stumble, Bonds Steady as Growth Fears Loom

October's Financial Flux: A Precursor to Change in Investor Fortunes

Australian Dollar Slides on Divergent RBA and Fed Policy Messaging

Markets Trek Higher on Approach to Peak Inflation

Altman Drama Shakes Up Silicon Valley

Booming Small Caps to Bond Spreads Tightening

Markets slid again last week, with a concentrated sell off in US tech

Recession fears build, yet equity markets end the week higher

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Strong start to the year continues despite recession concerns

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Helping your clients assess the climate impact of their Portfolio

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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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