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Macro Value Investing: Lessons from History – Navigating This Changing Market Environment

Released on Wednesday, November 29, 2023MARKETS

Going through market history, we can see that we’ve been in this type of environment before. Kim will outline similar points in history and identify how the past may help prepare investors for what could come this time around. In particular, the recent shift from disinflation to inflation has numerous similarities to the early 1940s - a terrific period of outperformance for value stocks. She will also discuss why exposure to Canadian equities has been especially beneficial to investors during inflationary periods.


Kim Shannon
Sionna Investment Managers, Founder and Co-CIO

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