Trailer: Lazard’s Philipp Hofflin reveals how the stock market really works

We’ve got a bit of a different episode for you today, which I think you’ll enjoy. A lot has been said about the change from growth investing to value investing.   This shift has been easy to see in aggregate. In 2022, the MSCI world growth index was down 29.05%, compared to just -6.5% for the MSCI Value index.   But why has this shift occurred?  What signals are investors watching. How should we interpret these signals, and what traps lie in weight to catch out investors? To answer these questions and more, I’m joined by Dr Philipp Hofflin, Portfolio Manager on the Australian Equity Team at Lazard Asset Management.

Om Podcasten

The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s Ally Selby, James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.