After 12 years value is making a comeback. With inflation and interest rates still at elevated levels and growth stocks trading at a significant premium, today’s market conditions provide the ideal backdrop for value to outperform in the years ahead.
During his Meet the Manager webinar presented at this year’s Morningstar Investment Conference Australia, Portfolio Manager Jason Kim discusses current market conditions and why they’re so favourable to value stocks and reveals his reasons for a massive snapback in 2023.
