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Show Notes
In this episode, Richard Wong, Portfolio Manager and Lead of the Mackenzie Cundill Team, discusses how higher interest rates and persistent inflation could benefit value stocks over growth stocks. He explains how ongoing volatility has the potential to create a complex but rewarding environment for value investors, highlighting opportunities in sectors such as European cyclicals and technology. Richard explores the implications of Germany's substantial stimulus package and how it could benefit European industrials. Finally, Richard provides a detailed look at his investment philosophy, reiterating the importance of valuation and catalysts in stock selection.
This episode was recorded on April 25, 2025.