Richard Wong on Value Investing & Why 2022 is the Beginning of the Value Cycle
In this episode, host Matthew Schnurr joins Richard Wong, SVP, Portfolio Manager, and Head of the Cundill Team at Mackenzie. Together, they explore value investing and how macroenvironment conditions affect the cycle during the pandemic era. Learn by Key Topics: (1:05) Views on Current Macroenvironment Conditions Allowing for the Optimism in Value (6:29) Value Stocks & Inflation (9:36) Views on Commodities from Fossil Fuels to Renewable Energy (12:55) Electric Vehicles (EVs), Consumer Demand, Key Players, and the Global Outlook (15:51) What Our Team is Monitoring When Investing in the EV…
The skinny
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