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.
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.
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.
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 portfolio manager, Ellen Lee, shares insight on finding value in international stocks amid a more cautious economy.
Causeway Capital’s CEO and portfolio manager, Sarah Ketterer, knows where to find value and shares where she sees investment opportunities around the world.
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.
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.
On this edition of Wall Street Week, portfolio manager, Ellen Lee, explains why valuations in Europe are more attractive than the US.
Causeway quantitative portfolio manager, Ryan Myers, discusses strategies for investing in global small-cap equities.
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.
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