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Research Affiliates' Li: Market faces 'risk of negative returns' later in 2022
Manage episode 307501222 series 2712770
FeiFei Li, head of equities at Research Affiliates, says that any negative shock to the market could cause a 'very big correction,' but even without that kind of surprise events, she says that 'the market is facing a risk of delivering negative returns in the second half of 2022.' Despite the changing environment, Li is bullish on value investing moving forward, saying it should come to the fore as the market struggles. In the Market Call, Michael Campagna, senior investment analyst at Moerus Capital Management, talks about global deep-value investing and the trouble some companies and industries must get into in order to be undervalued in today's market conditions; and with the ETF of the Week, Tom Lydon of ETFTrends.com explores a new, leveraged trend play in a narrow industry that's not for the faint of heart.
1542 episodi
Manage episode 307501222 series 2712770
FeiFei Li, head of equities at Research Affiliates, says that any negative shock to the market could cause a 'very big correction,' but even without that kind of surprise events, she says that 'the market is facing a risk of delivering negative returns in the second half of 2022.' Despite the changing environment, Li is bullish on value investing moving forward, saying it should come to the fore as the market struggles. In the Market Call, Michael Campagna, senior investment analyst at Moerus Capital Management, talks about global deep-value investing and the trouble some companies and industries must get into in order to be undervalued in today's market conditions; and with the ETF of the Week, Tom Lydon of ETFTrends.com explores a new, leveraged trend play in a narrow industry that's not for the faint of heart.
1542 episodi
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