How to find VALUE in a world chasing GROWTH ? Are we (finally) entering the new old paradigm ?
12h30 - 13h00Conference Room 4
Valuation gaps can be considerable and “Mister market” can stay irrational for a very long time. That’s what John Maynard Keynes already learned us back in the days. Prices can go far below their real value as we all know. Head of European Multi-Asset Portfolio Management team, Christophe Machu, and Sales Director M&G Belux, Stacey Notteboom will explain why valuations of asset classes, sectors and companies are now coming back into focus and they will present the approach undertaken by the Multi-Asset and Equity franchises. A specific focus will be given to the M&G (Lux) Dynamic Allocation Fund. How to rely on value to construct a portfolio? How to compare the valuations of different asset classes? From Top Down to Bottom Up value analysis, value investing is rich of approaches that can guide us through the construction of the optimal asset allocation over time.
