The Staying Power of Global Businesses in an Environment of Extreme Uncertainty
An update on our Global and Emerging Markets
This Pzena Investment Management, LLC (“Pzena”) podcast is a historical recording and is intended solely for informational purposes. The views expressed reflect the views of Pzena Investment Management (“PIM”) as of the date recorded and are subject to change. Neither the speaker nor PIM undertake to advise you of any changes in the views expressed therein. There is no guarantee that any projection, forecast, or opinion in this material has been or will be realized. Past performance is not indicative of future results. All investments involve risk, including risk of total loss.
April 24, 2020
Uncertainty is at exceptional levels. The halt in activity today is unlike any slowdown we’ve seen before, and it’s affecting companies in a variety of ways. Our co-CIO John Goetz and portfolio manager Allison Fisch discuss our efforts to understand what bad looks like, company by company, and the research necessary to evaluate if our companies can survive a prolonged downturn.
We hope you find their discussion insightful.