Causeway Funds: May Jobs Shock Shelves Rate-Cut Expectations

On this edition of Wall Street Week, Sarah Ketterer, Causeway Capital CEO tells us why higher rates have a sobering effect on markets.



Causeway Funds: Value Investing and the Case for International Markets

Causeway President & Portfolio Manager, Harry Hartford, shares his thoughts on the market outlook for international stocks, small caps and the US dollar in this week’s episode of Orion’s The Weighing Machine.

Important Disclosures

Causeway Funds: Exciting Investment Opportunities with Award-Winning Global Value Investor Sarah Ketterer

CEO and portfolio manager, Sarah Ketterer, sees more value in international companies than its U.S. counterparts.

Disclosure: As of 12/31/23, the Causeway International Value Fund had a 4.5% weight in Rolls-Royce Holdings Plc.


Causeway Funds: Small caps are looking up, especially in Japan and India

Quantitative portfolio manager, Arjun Jayaraman, says that valuations abroad are better than what investors are seeing domestically.


Causeway Funds: India and Taiwan are the top holdings in our emerging market portfolio

Quantitative portfolio manager, Arjun Jayaraman, says small-to-mid cap Indian stocks offer lots of good opportunities whereas Taiwan stocks have the good mix of reasonable valuations and strong dividend yields.


Causeway Funds: S&P 500, NASDAQ 100 Near Record Close

With international stock valuations looking more attractive than the U.S., portfolio manager, Ellen Lee shares where Causeway sees growth potential.


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.