The Return of Value 🌍💰: Global Dividends and the Next Big Shift
In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.
With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:
🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth
💶 Europe’s trillion-euro fiscal stimulus — creating…
The skinny
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