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 Space 

(18:15)  Opportunities in the Opening Trade 

(21:20)  How Views on Value Has Changed Over the Years 

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com