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.
CEO and portfolio manager Sarah Ketterer shares what is different about this market decline and how Causeway is navigating the downturn.
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.
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Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.
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