Global equities: How to approach value investing in 2024

By Perpetual Asset Management

29 January 2024

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Cory Martin, portfolio manager of the Barrow Hanley Global Share Fund (ASX: GLOB), joins Sara Allen at Livewire to discuss the team’s outlook, market dislocations and growth trends, and why we may be at start of the next value cycle.

0:25 - Why value in the growth v value debate
1:37 - Where we are in the market cycle
2:44 - Market outlook
4:35 - Taking advantage of market dislocations
6:02 - Positioning
6:40 - Value opportunities in financials
8:03 - Opportunities in the insurance space
8:40 - How to approach AI from a value perspective
11:31 - Most exciting and most concerning trends
14:44 - The timing for a recession
16:05 - Cory Martin's view from the top

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This information has been prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML. Barrow, Hanley, Mewhinney & Strauss LLC (Barrow Hanley) is a 75% owned subsidiary of Perpetual Limited and a related party of PIML. Perpetual Corporate Trust Limited (ABN 99 000 341 533, AFSL 392673) has appointed Barrow Hanley as its authorised representative (Representative number 001283250) under its Australian Financial Services Licence. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

The views expressed in the video are the opinions of the speakers as at the date of filming and are not a recommendation to buy, sell, or hold any security. Past performance is not indicative of future performance.

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