After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
Guests
INVESTING IN FAST-GROWING ASIAN MARKETS WHILE MINIMIZING CHINA’S RISK WITH MATTHEWS ASIA’S CIO
After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
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.
KETTERER: SYSTEMATIC ESG OUTPERFORMANCE
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.
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?
