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.
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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?
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.
MORNINGSTAR’S OUTSTANDING PORTFOLIO MANAGER OF 2022, MARY ELLEN STANEK SAYS BONDS ARE BACK
Mary Ellen Stanek’s Baird Funds have beaten the market without taking undue risk for more than two decades which is why Morningstar named her Outstanding Portfolio Manager of 2022.
LEGENDARY INVESTMENT CONSULTANT CHARLES ELLIS MAKES A COMPELLING CASE FOR INDEXING
In a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he has become a big believer in indexing.
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WOMEN MAKING IT ON WALL STREET
Part 2 of 2
Candid career advice from three super successful women portfolio managers. Causeway Capital’s Sarah Ketterer, Capital Group’s Karen Choi, and Canyon Partner’s Robin Potts share their victories, setbacks and strategies as they tear down the pink wall.
