We’ve got a slightly different episode for you today on The Rules of Investing. A departure from the norm!
A lot has been said about the change from growth investing to value investing.
This shift has been easy to see in aggregate. In 2022, the MSCI world growth index was down 29.05%, compared to just -6.5% for the MSCI Value index.
But indices are just that - aggregates. They do little to explain the why behind the what.
Why has this shift occurred? What signals should investors watch? How should we interpret these signals? And what traps lie in weight to catch out investors?
In short - how does the stock market actually work?
To answer these questions and more, we're joined by Dr Philipp Hofflin, Portfolio Manager on the Australian Equity Team at Lazard Asset Management. Phil's an expert in market bubbles - how they grow and, importantly, how they burst. So he's the perfect guest to break it all down.
(He also happened to be the most popular ROI guest in 2022).
Note: This episode was recorded on Monday January 30, 2023.
Timestamps
Uranium Special - The fundies‘ view (part 3)
Uranium Special - Where are we going? (part 2)
Uranium Special - How did we get here? (part 1)
The complete guide to LICs
A hated sector that Ben Graham would love
John Sevior’s simple principles for investment success
Value, growth... Why not both? An interview with Alex Waislitz.
How Harley Grosser turned $100k into $800k in 4 years
How to avoid portfolio bombs
Peter Morgan: The best asset I've ever bought
How to lower your risk and maximise returns
The big picture view on Aussie equities
The ‘special’ stocks Emma Fisher is hitching the Airlie wagon to
Grantham: This is a bubble, this is serious
Preview: Exclusive interview with Jeremy Grantham
Making money from unloved and out-of-favour stocks
Winning the vaccine trade - where to next?
Inside Morgan Stanley’s bullish bet on the recovery
An inflection point for Aussie shares
The biggest question facing investors today
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