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.
With a pause on tariffs between the US and China, Sarah Ketterer shares where she sees stocks heading and believes there’s more for your money in European equities.
Portfolio manager Ellen Lee sees value in globally diversified companies and believes investors can benefit from active managers as confidence in US stocks erode.
Causeway’s Sarah Ketterer discusses underappreciated technology trends on Bloomberg News Open Interest segment.
Fundamental portfolio manager, Jonathan Eng, gives an in-depth look at Kering’s portfolio of brands and the cyclical factors driving the market for luxury goods in this episode of Business Breakdowns.
Quantitative portfolio manager, Arjun Jayaraman, talks about his outlook on the Kospi in light of recent political fragility, and why Kia Motors is the company’s largest active South Korean holding.
On this episode of Inside Active, Sarah Ketterer discusses Causeway’s value investment philosophy, including its risk-adjusted return ranking model, as well as the criteria she looks for in potential holdings.
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