Hymans Robertson On... Episode 39
Investment - Value Equities
02 Sep 2021
Overview
In this episode of Hymans Robertson On…Investment, our host Ben Farmer presents the fourth in a mini-series on Investment - Are value equities still “good value”? Ben welcomes Andy Headley, Head of Global Investments at Veritas Asset Management, and Oriana Mezini, Head of Global Equity Research at Hymans Robertson. During the episode we discuss the age-old debate of whether value or growth stocks may be more likely to outperform over the long-term, and what the future might hold for value investing, given the long-term trends we’re currently seeing in the markets.
Notes and Resources
Can value underperformance continue?
The sustained underperformance of value
Sound effects obtained from https://www.zapsplat.com
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Key Topics
- Definition of Growth / Value stocks : (01:27)
- Long term equity market trends : (05:12)
- Drivers behind recent Value rally : (09:37)
- Short term risks to Value equities : (12:48)
- Responsible Investment considerations : (16:10)
- “What do you know now?” quiz : (21:34)
- Summary : (28:58)