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

Central banks are data-dependant as market awaits rate decisions

What we are working on this week

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

US Labor Upswing, Eurozone Inflation, and China's Policy Shifts

Global Economic Sentiment Shifts as US Data Strengthens whilst Eurozone Data Weakens

US Markets Closed Flat, China Stabilizes, and the End of Monetary Tightening in Europe?

Strong start to the year continues despite recession concerns

The year of moderation

Markets think we're there - but are we?

Interest rate nerves as RBA walks a tightrope

Equities turbulent but resilient as interest rates rise

Markets Up Despite Rising Bond Yields and Inflationary Data

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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