Podcasts

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

If you have any feedback on the podcast series please let us know here.

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)

Speakers

Ben Farmer

by Ben Farmer
Senior Investment Consultant

Oriana Mezini

by Oriana Mezini
Investment Research Senior Consultant