Pensions & Investments / August 09, 2023
Causeway Funds: Causeway Capital's Ketterer on where opportunities lie and why China can't be ignored
Sarah Ketterer talks about how Causeway as a value investor is outperforming in the higher inflation environment, why China can’t be ignored despite a weakening economy, the U.S. dollar’s trajectory and what pension funds worry about.
CNBC / August 08, 2023
Causeway Funds: Investors might be 'biased' against China and misunderstanding the opportunities there
Fusheng Li of Causeway Capital discusses why he remains optimistic about China’s long-term prospects and is not very concerned about the potential deflation of its economy.
Bloomberg Television / August 08, 2023
Causeway Funds: Ellen Lee on The Close
Causeway portfolio manager, Ellen Lee, shares insight on finding value in international stocks amid a more cautious economy.
CNBC / July 26, 2023
Causeway Funds: Sarah Ketterer shares her top stock picks
Causeway Capital’s CEO and portfolio manager, Sarah Ketterer, knows where to find value and shares where she sees investment opportunities around the world.
Bloomberg Television / June 23, 2023
Causeway Funds: Concerns Over Cyclicals, US Banks Still Feeling Pressure
Sarah Ketterer, Causeway CEO & portfolio manager, shares her thoughts on the sputtering equity rally and recession risks and why US banks are still under pressure after the crisis and the fallout on corporate lending.
Value Investor / May 31, 2023
Causeway Funds: Underwriting Financials
Banking turmoil hasn’t yet created exciting buying opportunities for Causeway Capital’s Conor Muldoon, but that doesn’t mean he’s not seeing considerable value in the sector.
Bloomberg Television / May 05, 2023
Causeway Funds: Idiosyncrasies of Regional Banks
On this edition of Wall Street Week, portfolio manager, Ellen Lee, explains why valuations in Europe are more attractive than the US.