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Value Stocks are Back: 40-Year Value Investor Kim Shannon Explains Why
Value stocks are back and Canadian equities may finally be getting the recognition they deserve. In this episode of In the Money with Amber Kanwar, 40-year market veteran Kim Shannon, founder of Sionna Investment Managers, shares why she believes Canada and value investing are poised to outperform in the next decade, despite the market’s obsession with AI, growth, and U.S. mega caps.
Kim argues that we’re in the midst of a speculative market, with U.S. indexes trading at historically high P/E multiples. She points to the Schiller P/E as a warning signal, suggesting that U.S. equity returns…
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