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.