In this episode, host Matthew Schnurr joins Richard Wong, SVP, Head of Cundill Global Value Equity Team at Mackenzie. 

Together, they continue to explore Value Investing. They discuss prospects of value, what’s happened in 2022 and where the best value prospects are around the globe. 

Key Topics: 

(0:59) Value Investing in 2022  

(3:07) Outlook on Interest Rates & Effect on Value 

(6:17) Views on Technology Sector  

(10:26) Stance on Commodities within the Portfolio & Areas of Optimism 

(14:09) Views on the Speed of Market Reactions within a Cycle 

(17:25) Growth Prospects after the 20th Party Congress  

(19:50) Opportunities within the U.K. Economy 

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