Where to find value in volatile times

By Sarah Kendell
2 minute read

The world of global equities has changed quite dramatically in the past several weeks, as markets correct from record highs and investors weigh the potential buying opportunities of a bear market.

In today’s Asset Allocation video, Bell Asset Management Chief Investment Officer Ned Bell unpacks what we can expect from global markets and the economy going forward, why the traditional ‘growth to value’ switch may not be successful in these unique times and where the best opportunities will be in the global small and mid cap space.


Head here to find out more about Bell Asset Management’s global small and mid cap offering.

Important information: Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Equities Fund (ARSN 096 281 300) and the Bell Global Emerging Companies Fund (ARSN 160 079 541) (the Funds). Channel Capital Pty Ltd ACN 162 591 568 AR No. 1274413 (Channel) is BAM’s distribution partner. This presentation has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Fund, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au.
No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this presentation. To the maximum extent permitted by law, none of BAM, Channel, their directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document or its contents. This document shall not constitute an offer to sell or a solicitation of an offer to purchase or advice in relation to any securities within or of units in any investment fund or other investment product described herein. Any such offer shall only be made pursuant to an appropriate offer document. Past performance is not necessarily indicative of expected future performance.
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