Episode 5: Global Value
IMAP Podcast Series - Independent Thought
More Info
IMAP Podcast Series - Independent Thought
Episode 5: Global Value
Dec 13, 2021
IMAP

Nick Kirrage, Co-head Schroders value team & Jonathan Ramsay,  Director InvestSense discuss;
- What value investing means to them
- To what extent they use Growth and Value as inputs to their thinking about the amount invested in global equity markets
- Whether they  have a target period to hold any particular investment
- Their view on inflation and
- Their view on the likely direction of rates in major markets

Moderated by Toby Potter, IMAP