Causeway’s Ketterer Redefines Value for Fed Stimulus Era

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  • Bloomberg Markets and Finance published this video item, entitled “Causeway’s Ketterer Redefines Value for Fed Stimulus Era” – below is their description.

    May.12 — To Sarah Ketterer, the co-founder and chief executive officer of Causeway Capital Management, value investing is no longer just about finding cheap stocks. She’s had to redefine the discipline for an era of endless central bank liquidity, looking beyond traditional measures such as price-to-book and incorporating quantitative analysis to screen global equities. In this interview, she discusses how Causeway invested going into and coming out of the Covid-19 pandemic, the risks of monetary stimulus, and new strategies her firm is developing. Ketterer spoke exclusively to Erik Schatzker on Bloomberg’s “Front Row.”

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