Before it was called ESG, Causeway Capital was paying attention to the environmental, social, and governance practices of companies. Co-founder and CEO Sarah Ketterer explains why it’s always been important and how the ESG movement has helped the firm systematize its approach to the benefit of performance.
TOP GLOBAL VALUE MANAGER SARAH KETTERER IDENTIFIES SOME “OUTSTANDING” BEAR MARKET OPPORTUNITIES
We are in a new era of investing says award-winning global value manager Sarah Ketterer. She describes Causeway Capital’s emphasis on defensive, less economically sensitive companies short term while having a buy list of cyclical recovery companies to buy when recession hits.
ROSENBERG: LEARNING CURVE
Having spent years as a top-ranked economist at Merrill Lynch, Dave Rosenberg relocated to his hometown of Toronto, Canada over a decade ago, first at asset management firm, Gluskin Sheff then setting up his own firm Rosenberg Research in 2020. He talks about the difference the move has made in his professional views.
INFLUENTIAL & PRESCIENT ECONOMIST DAVE ROSENBERG WARNS OF IMMINENT RECESSION & AN EXTENDED BEAR MARKET
Dave Rosenberg’s outspoken and meticulously researched opinions frequently challenge the prevailing wisdom on Wall Street. Which prevailing views is Rosenberg challenging now?
HOUGAN: NFTs (NON-FUNGIBLE TOKENS) POTENTIAL
Cryptocurrency expert Matt Hougan says that NFTs, and non-fungible tokens are misunderstood and they should be taken seriously.
BIG DECLINES ARE NORMAL AND CRYPTO’S POTENTIAL IS ON TRACK SAYS BITWISE’S CIO MATT HOUGAN
Crypto expert Matt Hougan explains that big declines in bitcoin and other crypto assets are par for the course in this emerging technology but they don’t detract from its enormous potential as an industry and investment.
