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EmbarkPodAuthor: Embark Group
From Embark Group, it's the EmbarkPod: a show that looks to bring together thought leaders, finance professionals and commentators to discuss - and debate - hot topics within the FinTech industry; hosted by Roger Hearing. Language: en-us Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Growth and Value with Peter Toogood
Episode 1
Wednesday, 15 March, 2023
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 strategiesPeter 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. Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!Follow us on Twitter and LinkedIn for more updates from Embark Group.
