After 12 years value is making a comeback. With inflation and interest rates on the rise and growth stocks trading at a significant premium, today’s market conditions provide the ideal backdrop for value to outperform in the year ahead.
In our three-part Good Value Series, Portfolio Manager Jason Kim discusses the current state of play and where he’s finding opportunities for outperformance.
Episode 1 : Why value in 2023 and beyond
In the first episode, Jason talks about current market conditions and why they’re so favourable to value stocks, and reveals his reasons for a huge snapback in 2023.