Discovering Value in Turmoil
Explore strategies for identifying investment opportunities during periods of market volatility and economic uncertainty in this Milken Institute panel discussion. Learn how value-focused investors can spot bargains amidst turmoil while avoiding potential value traps. Gain insights from industry experts on distinguishing between market price and intrinsic value across various asset classes. Examine the impact of the U.S. corporate profit recession on equity valuations, new paradigms in asset pricing post-financial crisis, and methods for discovering true bargains in a low-growth environment. Delve into topics such as fiscal policy, macroeconomic risks, hedge fund performance, liquidity challenges, inflation, and asset allocation strategies. Understand the importance of timing and conviction when making investment decisions during market downturns.