Merryn Talks Money
Why Fiscal Stimulus Works for Some But Not for Others
On this episode of Merryn Talks Money, Causeway Capital’s Sarah Ketterer discuses market resilience and the pros and cons of fiscal stimulus.
Sarah Ketterer, chief executive of Causeway Capital Management LLC
Photographer: Betty Laura Zapata/BloombergSubscribe to Merryn Talks Money on Apple Podcasts
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Sarah Ketterer, chief executive of Causeway Capital Management, joins this week’s Merryn Talks Money to discuss why stocks have rebounded from last month’s bloodbath, and why the US market’s long-held dominance is nevertheless shifting as investors increasingly seek value beyond its borders—in Europe, Japan and South Korea.