Tag: episode_1716

KETTERER – PROFESSIONAL PANDEMIC CHALLENGE

October 16, 2020

PROFESSIONAL PANDEMIC CHALLENGE

Causeway Capital’s Sarah Ketterer finds there is no substitute for in-person interactions with colleagues and clients.

Watch the related WEALTHTRACK episode.

DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER

October 16, 2020

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

October 16, 2020

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

Watch the related WEALTHTRACK episode.

Deep Value Opportunities

October 16, 2020

This page is here for technical reasons. Please click here for the episode page.

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