Causeway Funds: Market is Priced for a Recession
On this edition of Wall Street Week, Sarah Ketterer discusses the Fed’s latest rate hike and believes more work has to be done. She also talks about why cyclical stocks are among the best performers.
On this edition of Wall Street Week, Sarah Ketterer discusses the Fed’s latest rate hike and believes more work has to be done. She also talks about why cyclical stocks are among the best performers.
Mozaffar Khan, director of sustainable research and portfolio manager, shares insight into how Causeway integrates ESG into its investment process.
Market returns will likely remain challenged in the short term until we see a broad turn and some of the inflation data, says Causeway portfolio manager, Ryan Myers. He discusses finding opportunities in international small caps.
CEO, co-founder, and fundamental portfolio manager Sarah Ketterer joins The Long View to talk women in investing, fund management, and portfolio advice.
Fundamental portfolio manager Ellen Lee discusses her value picks amid the current high inflationary environment.
Causeway is proud to partner with First Generation Investors, a non-profit organization teaching high school students in underserved communities the power of investing. Portfolio manager Steve Nguyen, CFA recently joined FGI’s Executive Speaker Series to share his background and Causeway’s approach to investing.
Quantitative portfolio manager, Arjun Jayaraman, says emerging markets investors are trying to decide if the next 10 years will be as flat and troubled as the last decade, but despite headline risks, China and emerging markets have plenty of promise now and in the future.
Global economic growth seems to be slowing and there is concern that the increases in interest rates by many central banks will lead to a recession. Portfolio manager Alessandro Valentini discusses this macroeconomic environment, value’s outperformance compared to growth, and where he sees opportunities.
Ellen Lee, Causeway Capital portfolio manager, joins ‘Closing Bell Overtime’ to discuss her take on Phillips Electronics and UniCredit.
Causeway Capital CEO & Fundamental Portfolio Manager Sarah Ketterer, wraps up the strongest week in the markets in a while.
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