AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Summary
Transcript
Episode notes
I think what's outperforming broadly, value investing is doing a bit better. We're seeing a lot of the rotation out of higher growth sectors and into more value sensitive sectors. One of the portfolios that I co-manage is the Thornburg Investment Income Builder. This is a global multi-asset income-oriented portfolio. It has more of a value bias. The PE on that portfolio is about eight times next year.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode