We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
John, CFA, is a portfolio manager, an analyst, a managing director and a CIO Value Equity US with Allianz Global Investors. He is the product team co-lead for the Mid-Cap Value, Small-Cap Value and Emerging Markets Value strategies. John joined the firm in 2007 as a quantitative-research assistant and product specialist. He has a B.A. in political science from Rhodes College and an M.B.A. from Southern Methodist University.
In this episode, John Mowrey, CIO of Value Equities, discusses what’s next for US small cap stocks after the severe dislocation caused by the Covid-19 pandemic. He covers valuations, dividend spreads, industries, and much more. And he explains how this time things are not different for small cap equities.