In Schroders’ latest Global Markets Perspective podcast, Philip Robotham, Head of Intermediary, South Africa, is joined by Simon Adler, Fund Manager, Equity Value, to discuss global equities from a value perspective. Topics covered include:
- Outlook for value investing, and how it compares to growth
- Inflationary pressures
- What is happening at the company level
- An insight into the energy sector, and other areas of opportunity for value
- Sustainability
Philip Robotham, Head of Intermediary, South Africa Simon Adler, Fund Manager, Equity Value
