درباره این اپیزود
- Did ‘cheap money’ skew how investors approached growth and value investing?
- Why is a higher cost of capital now making stock picking more critical again?
- Why you need to think about the mix between passive and active strategies
Peter Toogood, CIO and MD of The Adviser Centre joins our regular Embark Pod host, Roger Hearing, to unpick the growth and value investing question.
Listen to Peter’s reflections on the tech bubble and burst, why everything has a price, and why he believes stock picking is back now that ‘cheap money’ has gone and financial conditions have normalised. Lastly, he covers the outlook for commodities and why equity income strategies are attractive again.
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