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Causeway CEO Sees Opportunities in Defense Stocks, French Banks
Source: Bloomberg
Analyst InsightsInfrastructure & DefenseBanking & LiquidityInvestor Sentiment & Positioning
Causeway Capital Management CEO and portfolio manager Sarah Ketterer sees investment opportunities in aerospace and defense stocks. She also said it is a time to accumulate French bank stocks; the article provides no specific companies, valuation targets, or market reaction.
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