BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    14 February 2023

    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.

    14 February 2023

    Jason Kim

    Portfolio Manager
    The big calls of 2024 – where are they now (and what’s next?).

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    ESG INSIGHTS: BHP’s emissions reduction pathway.

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    Walking a tightrope between economic uncertainty and value opportunity.

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    Improving after tax returns within Equities.

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    ESG INSIGHTS: Is PFAS the next asbestos?

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    ESG INSIGHTS: The future of mining with AHS.

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    For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.