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The Value Perspective - London Value Investment Conference 2025

The Value Perspective

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The Future of Value Investing

This chapter examines the evolving landscape of value investing in response to recent market dynamics and macroeconomic changes. Speakers at the London Value Investors Conference discuss the historical challenges faced by value investors, inflation impacts, and emerging opportunities in markets like South Korea. The dialogue emphasizes a cautious yet optimistic outlook, advocating for a renewed focus on value investments amidst shifting valuation spreads between growth and value stocks.

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