Is value investing poised for a comeback in the current market environment? In this episode, Richard Wong, Portfolio Manager and Head of Mackenzie Cundill Team, explores this question. Richard discusses why he believes the market is shifting towards value, highlighting value investing’s historical outperformance during periods of structurally positive inflation and interest rates. Richard also discusses three categories of value stocks – quality, cyclical, and deep value – and where he sees opportunities.

This episode was recorded on July 9, 2024.