The Fiscal Shift That Means You Must Own Europe

Sarah Ketterer, chief executive of Causeway Capital Management, which has over $55 billion in assets under 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.See omnystudio.com/listener for privacy information.

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Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.