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Causeway's Myers: In these conditions, international small-caps should shine

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Manage episode 436655835 series 2562870
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ryan Myers, portfolio manager at Causeway Capital Management -- manager of the Causeway International Small Cap fund -- says that current valuations "are on par with some historical extremes where small caps go on to outperform fairly significantly." He likes opportunities in Japan, particularly after market troubles there earlier in August made valuations even more appealing, but he also says there are bargains to be had in European financials and AI-adjacent companies in Taiwan and Korea and elsewhere. Financial adviser Mark Matson discusses his new book, "Experiencing the American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life," and Ron Lieber, money columnist at The New York Times, digs into merit aid -- the focus of his new course aimed at parents trying to find ways to navigate college funding -- and how students can tap into it.

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1630 episodes

Artwork
iconShare
 
Manage episode 436655835 series 2562870
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ryan Myers, portfolio manager at Causeway Capital Management -- manager of the Causeway International Small Cap fund -- says that current valuations "are on par with some historical extremes where small caps go on to outperform fairly significantly." He likes opportunities in Japan, particularly after market troubles there earlier in August made valuations even more appealing, but he also says there are bargains to be had in European financials and AI-adjacent companies in Taiwan and Korea and elsewhere. Financial adviser Mark Matson discusses his new book, "Experiencing the American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life," and Ron Lieber, money columnist at The New York Times, digs into merit aid -- the focus of his new course aimed at parents trying to find ways to navigate college funding -- and how students can tap into it.

  continue reading

1630 episodes

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