Tag: episode_1716
KETTERER – PROFESSIONAL PANDEMIC CHALLENGE
PROFESSIONAL PANDEMIC CHALLENGE
Causeway Capital’s Sarah Ketterer finds there is no substitute for in-person interactions with colleagues and clients.
DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER
One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectly: “Turbocharged stocks blast off.” In its third-quarter market’s review, the Journal points out that “more stocks skyrocketed at least 400% in the first three quarters of the year than in any comparable period since 2000.”
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CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
- DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS
- TIME TO TAKE SOME PROFITS
- REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS
- INTERNATIONAL VALUE QUALIFIES
Deep Value Opportunities
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