Quantitative portfolio manager, Arjun Jayaraman, says he still expects the Federal Reserve to deliver additional rate cuts this year, even though the latest minutes suggested further hikes could not be ruled out.
Portfolio manager Alessandro Valentini says that the gains in foreign stock markets this year were not just about currency fluctuations and he believes there is more potential for growth in 2026.
Arjun Jayaraman says competition in US AI space could take money out of Magnificent 7 stocks and move to Asia’s AI hardware companies such as TSMC and SK Hynix given their unique strength in manufacturing.
Portfolio manager Arjun Jayaraman shares his preferred plays in Asian stock markets, telling CNBC’s Squawk Box Asia that he’s still bullish on TSMC and South Korean banks continue to trade at very compelling valuations.
Tech and financials continue to dominate the headlines but portfolio manager Sarah Ketterer sees opportunities in health care and believes investors can lower their portfolio risk by allocating to more defensive sectors.
As more investors seek safe-haven assets amid growing economic uncertainty, portfolio manager Ellen Lee shares why she believes investing in gold has been on the rise.
This year the US stock market has lagged its overseas competitors with emerging markets and European equities taking the lead. Portfolio manager Sarah Ketterer joins Consuelo Mack to share her thoughts on the surge in European markets and why there’s still value in international stocks.
Portfolio manager Ellen Lee shares how Causeway’s bottom-up approach to stock selection helps their team find value opportunities abroad as US companies continue to face headwinds from tariffs and inflationary pressures.
In this episode of Excess Returns, quantitative portfolio manager, Joe Gubler, reveals a cutting-edge playbook for the future of quantitative investing.
Sarah Ketterer joins this week’s Merryn Talks Money to discuss why stocks have rebounded from last month’s bloodbath, and why the US market’s long-held dominance is nevertheless shifting as investors increasingly seek value beyond.
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