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: 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: 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: European banks are in better capital shape than their U.S. peers

Sarah Ketterer, CEO at Causeway Capital Management, discusses whether the turmoil in the banking industry is suggesting that we are on the brink of recession and more.


Causeway Funds: Reading into the SVB Collapse

CEO and portfolio manager, Sarah Ketterer, discusses the aftermath of Silicon Valley Bank’s collapse and why she advocates for active management in the current market environment.


Causeway Funds: Long Lives and Big Returns

People are planning for (and living) longer and more rewarding retirements. Causeway fundamental portfolio manager, Alessandro Valentini, offers his thoughts on investor opportunities and meeting retirees’ needs.