Causeway Funds: Wage Hikes Will Make Auto Profitability Hard

Sarah Ketterer discusses why the auto strike will be hard to resolve and why the Fed’s plan to hold rates higher for longer is causing tremors in markets.


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.

Read the Article


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.


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.


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.


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.


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.


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.


Causeway Funds: Fundamental and Quantitative Research Strategies for Investing

Causeway quantitative portfolio manager, Ryan Myers, discusses strategies for investing in global small-cap equities.


Causeway Funds: Barron’s 100 Most Influential Women in US Finance

Sarah Ketterer is featured on Barron’s fourth annual list of the 100 Most Influential Women in U.S. Finance, which highlights leaders who have taken diverse paths to positions of prominence.